How many stocks does STIFEL FINANCIAL CORP own?

As of Q3 2019, STIFEL FINANCIAL CORP holds 2,849 positions in their 13F portfolio.

What is STIFEL FINANCIAL CORP's largest holding?

SPY at 2.3% of portfolio, worth $904.2M.

What is STIFEL FINANCIAL CORP's total portfolio value?

$39.2B as of Q3 2019, tracked across 2,849 holdings.

Is STIFEL FINANCIAL CORP a hedge fund?

STIFEL FINANCIAL CORP is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does STIFEL FINANCIAL CORP report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has STIFEL FINANCIAL CORP's portfolio changed in Q3 2019?

View STIFEL FINANCIAL CORP's latest portfolio changes, new positions, and exits for Q3 2019 on HoldingsIntel.

What is STIFEL FINANCIAL CORP's investment strategy?

STIFEL FINANCIAL CORP is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

STIFEL FINANCIAL CORP

Institutional investor · Portfolio as of Q3 2019

SEC EDGAR SourceSEC Filings

Top Holdings2,849 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
SPY Unit State Street Spdr S&p 500 Etf Trust TR UNIT	3M	$904.2M	2.3%	—	$247.20	+8.97%	4 qtrssince 2018-Q4	Decreased 0
MSFT MICROSOFT CORP	6M	$834.5M	2.1%	—	$95.85	+35.98%	4 qtrssince 2018-Q4	Increased 55
AAPL APPLE INC	3.6M	$808.5M	2.1%	—	$37.26	+41.14%	4 qtrssince 2018-Q4	Decreased 0
AMZN AMAZON COM INC	255,729	$442.5M	1.1%	—	$76.04	+13.45%	4 qtrssince 2018-Q4	Increased 52
JPM JPMORGAN CHASE & CO	3.7M	$437.5M	1.1%	—	$79.84	+23.41%	4 qtrssince 2018-Q4	Increased 50
IVE ETF ISHARES TR	3.3M	$393.2M	1.0%	—	$90.17	+15.45%	4 qtrssince 2018-Q4	Increased 57
IEFA ETF ISHARES TR	6.1M	$370.3M	0.9%	—	$44.79	+11.72%	4 qtrssince 2018-Q4	Increased 44
GOOGL ALPHABET INC	300,098	$365.3M	0.9%	—	$52.67	+15.51%	4 qtrssince 2018-Q4	Increased 46
IVW ETF ISHARES TR	1.9M	$336.2M	0.9%	—	$36.02	+18.27%	4 qtrssince 2018-Q4	Increased 49
V VISA INC	1.9M	$329.9M	0.8%	—	$126.08	+31.79%	4 qtrssince 2018-Q4	Decreased 0
HD HOME DEPOT INC	1.4M	$324.5M	0.8%	—	$146.40	+34.94%	4 qtrssince 2018-Q4	Decreased 0
VOO ETF VANGUARD INDEX FDS	1.2M	$320.3M	0.8%	—	$214.14	+15.22%	4 qtrssince 2018-Q4	Increased 53
MRK MERCK & CO INC	3.8M	$320.1M	0.8%	—	$58.28	+11.50%	4 qtrssince 2018-Q4	Increased 46
UNH UNITEDHEALTH GROUP INC	1.5M	$316M	0.8%	—	$218.40	-10.97%	4 qtrssince 2018-Q4	Increased 46
JNJ JOHNSON & JOHNSON	2.4M	$308.3M	0.8%	—	$105.15	+2.58%	4 qtrssince 2018-Q4	Increased 45
VCIT ETF VANGUARD SCOTTSDALE FDS	3.3M	$303.5M	0.8%	—	$65.81	+9.98%	4 qtrssince 2018-Q4	Increased 47
VZ VERIZON COMMUNICATIONS INC	5M	$303.1M	0.8%	—	$37.51	+11.03%	4 qtrssince 2018-Q4	Increased 48
PEP PEPSICO INC	2.2M	$299.1M	0.8%	—	$91.64	+22.38%	4 qtrssince 2018-Q4	Increased 47
DIS DISNEY WALT CO	2.3M	$293.5M	0.7%	—	$112.18	+12.51%	4 qtrssince 2018-Q4	Increased 53
CSCO CISCO SYS INC	5.9M	$289.2M	0.7%	—	$34.62	+16.18%	4 qtrssince 2018-Q4	Decreased 0
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