STIFEL FINANCIAL CORP
Institutional investor · Portfolio as of Q2 2020
Top Holdings2,851 positions
MICROSOFT CORP | 6.5M | $1.3B | 3.0% | $105.34 | +83.29% | 7 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 3.5M | $1.3B | 2.9% | $40.67 | +116.93% | 7 qtrssince 2018-Q4 | Increased 55 |
AMAZON COM INC | 321,221 | $886.2M | 2.0% | $81.47 | +69.32% | 7 qtrssince 2018-Q4 | Increased 56 |
VISA INC | 3M | $577.4M | 1.3% | $139.83 | +32.04% | 7 qtrssince 2018-Q4 | Increased 50 |
STATE STR SPDR S&P 500 ETF T | 1.8M | $565M | 1.3% | $246.64 | +14.85% | 7 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.8M | $525.6M | 1.2% | $225.54 | +17.30% | 7 qtrssince 2018-Q4 | Increased 51 |
HOME DEPOT INC | 2.1M | $520.9M | 1.2% | $153.65 | +39.77% | 7 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 2.4M | $488.2M | 1.1% | $41.95 | +18.67% | 7 qtrssince 2018-Q4 | Increased 74 |
ALPHABET INC | 313,008 | $443.9M | 1.0% | $53.60 | +31.04% | 7 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 1.5M | $412.2M | 0.9% | $224.34 | +15.62% | 7 qtrssince 2018-Q4 | Increased 53 |
PEPSICO INC | 3.1M | $411.9M | 0.9% | $94.85 | +14.34% | 7 qtrssince 2018-Q4 | Increased 46 |
JOHNSON & JOHNSON | 2.9M | $411.4M | 0.9% | $108.28 | +9.40% | 7 qtrssince 2018-Q4 | Increased 45 |
MERCK & CO INC | 5.3M | $411.3M | 0.9% | $60.46 | +0.50% | 7 qtrssince 2018-Q4 | Increased 46 |
COSTCO WHOLESALE CORPORATION | 1.3M | $383M | 0.9% | $206.85 | +34.01% | 7 qtrssince 2018-Q4 | Increased 46 |
JPMORGAN CHASE & CO | 4M | $375.7M | 0.9% | $82.56 | -3.19% | 7 qtrssince 2018-Q4 | Increased 47 |
ISHARES TR | 6.3M | $360.3M | 0.8% | $45.17 | +7.06% | 7 qtrssince 2018-Q4 | Increased 45 |
PROCTER & GAMBLE CO | 2.9M | $347.1M | 0.8% | $82.94 | +22.98% | 7 qtrssince 2018-Q4 | Increased 45 |
VANGUARD TAX-MANAGED FDS | 8.6M | $332.9M | 0.8% | $31.73 | +1.66% | 7 qtrssince 2018-Q4 | Decreased 0 |
PAYPAL HLDGS INC | 1.9M | $330.2M | 0.8% | $86.68 | +98.80% | 7 qtrssince 2018-Q4 | Decreased 0 |
ACCENTURE PLC IRELAND | 1.5M | $323.3M | 0.7% | $150.01 | +30.99% | 7 qtrssince 2018-Q4 | Decreased 0 |
STIFEL FINANCIAL CORP manages $43.5B across 2851 positions as of Q2 2020. Top holdings: MSFT (3.0%), AAPL (2.9%), AMZN (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 290 new positions, 243 exits, 1258 increased. Top move: IVW (INCREASED, conviction 74). Portfolio: $43.5B across 2851 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