STIFEL FINANCIAL CORP
Institutional investor · Portfolio as of Q1 2019
Top Holdings2,791 positions
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% | $76.53 | +16.35% | 2 qtrssince 2018-Q4 | Increased 55 |
STATE STR SPDR S&P 500 ETF T | 1.4M | $391.2M | 1.1% | $223.02 | +13.53% | 2 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYS 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% | $217.83 | -0.36% | 2 qtrssince 2018-Q4 | Increased 50 |
MERCK & CO INC | 4.4M | $366.9M | 1.0% | $57.51 | +9.59% | 2 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 3.6M | $365.4M | 1.0% | $79.19 | +4.43% | 2 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR | 5.6M | $341.2M | 1.0% | $44.34 | +10.37% | 2 qtrssince 2018-Q4 | Increased 46 |
ALPHABET INC | 285,319 | $336M | 0.9% | $52.03 | +12.03% | 2 qtrssince 2018-Q4 | Increased 46 |
ISHARES TR | 2.8M | $316.9M | 0.9% | $87.34 | +10.75% | 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 | 1.9M | $303.6M | 0.9% | $125.39 | +18.13% | 2 qtrssince 2018-Q4 | Increased 44 |
ISHARES TR | 1.6M | $284.8M | 0.8% | $35.40 | +14.57% | 2 qtrssince 2018-Q4 | Increased 44 |
CHEVRON CORPORATION | 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% | $144.08 | +10.57% | 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% | $35.91 | +6.27% | 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 CORPORATION | 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
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR