STIFEL FINANCIAL CORP
Institutional investor · Portfolio as of Q1 2019
Top Holdings2,791 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 3.7M | $695.7M | 2.0% | $37.55 | +20.44% | 2 qtrssince 2018-Q4 | Increased 51 |
MICROSOFT CORP | 5.8M | $679.7M | 1.9% | $95.03 | +15.88% | 2 qtrssince 2018-Q4 | Increased 52 |
AMAZON.COM INC | 242,653 | $433.4M | 1.2% | $75.45 | +18.01% | 2 qtrssince 2018-Q4 | Increased 55 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.4M | $391.2M | 1.1% | $222.81 | +14.52% | 2 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYSTEMS INC | 6.9M | $374.7M | 1.1% | $34.57 | +27.00% | 2 qtrssince 2018-Q4 | Increased 49 |
UNITEDHEALTH GROUP INC | 1.5M | $366.9M | 1.0% | $219.61 | +0.78% | 2 qtrssince 2018-Q4 | Increased 50 |
MERCK & CO. INC. | 4.4M | $366.9M | 1.0% | $57.90 | +11.09% | 2 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 3.6M | $365.4M | 1.0% | $79.32 | +5.26% | 2 qtrssince 2018-Q4 | Increased 50 |
ISHARES CORE MSCI EAFE ETF | 5.6M | $341.2M | 1.0% | $44.34 | +10.37% | 2 qtrssince 2018-Q4 | Increased 46 |
ALPHABET INC-CL A | 285,319 | $336M | 0.9% | $52.21 | +11.85% | 2 qtrssince 2018-Q4 | Increased 46 |
ISHARES S&P 500/BARRA VALUE | 2.8M | $316.9M | 0.9% | $87.77 | +11.50% | 2 qtrssince 2018-Q4 | Increased 49 |
JOHNSON & JOHNSON | 2.2M | $311.7M | 0.9% | $104.41 | +8.96% | 2 qtrssince 2018-Q4 | Increased 44 |
VISA INC-CLASS A SHARES | 1.9M | $303.6M | 0.9% | $125.39 | +18.13% | 2 qtrssince 2018-Q4 | Increased 44 |
ISHARES S&P 500 GROWTH ETF | 1.6M | $284.8M | 0.8% | $35.14 | +15.73% | 2 qtrssince 2018-Q4 | Increased 44 |
CHEVRON CORP | 2.3M | $281.2M | 0.8% | $79.69 | +13.69% | 2 qtrssince 2018-Q4 | Increased 46 |
HOME DEPOT INC | 1.5M | $278.5M | 0.8% | $146.05 | +11.45% | 2 qtrssince 2018-Q4 | Increased 50 |
PFIZER INC | 6.2M | $263.3M | 0.7% | $28.58 | -1.85% | 2 qtrssince 2018-Q4 | Increased 43 |
VERIZON COMMUNICATIONS INC | 4.4M | $257.9M | 0.7% | $37.01 | +8.11% | 2 qtrssince 2018-Q4 | Decreased 0 |
EXXON MOBIL CORP | 3.2M | $255.5M | 0.7% | $48.91 | +19.85% | 2 qtrssince 2018-Q4 | Decreased 0 |
COSTCO WHOLESALE CORP | 1M | $249.8M | 0.7% | $186.10 | +17.60% | 2 qtrssince 2018-Q4 | Increased 47 |
STIFEL FINANCIAL CORP manages $35.4B across 2791 positions as of Q1 2019. Top holdings: AAPL (2.0%), MSFT (1.9%), AMZN (1.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 296 new positions, 162 exits, 1431 increased. Top move: AMZN (INCREASED, conviction 55). Portfolio: $35.4B across 2791 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR