STIFEL FINANCIAL CORP
Institutional investor · Portfolio as of Q2 2019
Top Holdings2,955 positions
STATE STR SPDR S&P 500 ETF T | 3.2M | $934M | 2.4% | $246.13 | +7.22% | 3 qtrssince 2018-Q4 | Increased 88 |
MICROSOFT CORP | 6M | $797M | 2.1% | $96.00 | +30.78% | 3 qtrssince 2018-Q4 | Increased 56 |
APPLE INC | 3.6M | $720.7M | 1.9% | $37.55 | +25.98% | 3 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 243,700 | $462.8M | 1.2% | $76.60 | +23.60% | 3 qtrssince 2018-Q4 | Increased 49 |
JPMORGAN CHASE & CO | 3.6M | $406.4M | 1.0% | $79.28 | +16.08% | 3 qtrssince 2018-Q4 | Increased 49 |
CISCO SYS INC | 7M | $381.3M | 1.0% | $34.62 | +29.38% | 3 qtrssince 2018-Q4 | Increased 44 |
ISHARES TR | 6M | $370.7M | 1.0% | $44.77 | +12.67% | 3 qtrssince 2018-Q4 | Increased 47 |
VISA INC | 2M | $347.1M | 0.9% | $126.48 | +30.33% | 3 qtrssince 2018-Q4 | Increased 45 |
UNITEDHEALTH GROUP INC | 1.4M | $336.8M | 0.9% | $217.83 | -1.24% | 3 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 2.8M | $330.2M | 0.9% | $87.44 | +15.04% | 3 qtrssince 2018-Q4 | Increased 44 |
JOHNSON & JOHNSON | 2.3M | $323.3M | 0.8% | $104.79 | +8.91% | 3 qtrssince 2018-Q4 | Increased 45 |
ALPHABET INC | 284,021 | $305.4M | 0.8% | $52.03 | +3.08% | 3 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 1.5M | $305M | 0.8% | $144.41 | +20.40% | 3 qtrssince 2018-Q4 | Increased 44 |
MERCK & CO INC | 3.6M | $301.9M | 0.8% | $57.51 | +11.22% | 3 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 1.6M | $295.5M | 0.8% | $35.40 | +19.65% | 3 qtrssince 2018-Q4 | Decreased 0 |
CHEVRON CORPORATION | 2.4M | $293M | 0.8% | $80.09 | +15.41% | 3 qtrssince 2018-Q4 | Increased 45 |
PFIZER INC | 6.7M | $290M | 0.7% | $28.61 | +0.93% | 3 qtrssince 2018-Q4 | Increased 47 |
COSTCO WHOLESALE CORPORATION | 1.1M | $278.3M | 0.7% | $187.10 | +28.00% | 3 qtrssince 2018-Q4 | Increased 44 |
VANGUARD SCOTTSDALE FDS | 3.1M | $277.6M | 0.7% | $63.64 | +8.06% | 3 qtrssince 2018-Q4 | Increased 52 |
PEPSICO INC | 2M | $264.8M | 0.7% | $87.45 | +19.53% | 3 qtrssince 2018-Q4 | Increased 44 |
STIFEL FINANCIAL CORP manages $38.8B across 2955 positions as of Q2 2019. Top holdings: SPY (2.4%), MSFT (2.1%), AAPL (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 379 new positions, 215 exits, 1345 increased. Top move: SPY (INCREASED, conviction 88). Portfolio: $38.8B across 2955 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR