STIFEL FINANCIAL CORP
Institutional investor · Portfolio as of Q4 2018
Top Holdings2,657 positions
SS SPDR S&P 500 ETF TRUST-US | 3.2M | $794.7M | 2.6% | $223.02 | 0.00% | 1 qtr | First report 0 |
Apple Inc | 3.6M | $566.6M | 1.8% | $37.39 | 0.00% | 1 qtr | First report 0 |
Microsoft Corp. | 5.5M | $563.2M | 1.8% | $94.43 | 0.00% | 1 qtr | First report 0 |
UnitedHealth Group Inc | 1.5M | $363.1M | 1.2% | $217.84 | 0.00% | 1 qtr | First report 0 |
Merck & Co Inc | 4.7M | $357.9M | 1.2% | $57.51 | 0.00% | 1 qtr | First report 0 |
JPMorgan Chase & Co | 3.5M | $344.2M | 1.1% | $79.10 | 0.00% | 1 qtr | First report 0 |
Amazon.com Inc | 217,789 | $330.3M | 1.1% | $75.10 | 0.00% | 1 qtr | First report 0 |
Cisco Systems Inc | 6.9M | $298.6M | 1.0% | $34.51 | 0.00% | 1 qtr | First report 0 |
iShares Core MSCI EAFE ETF | 5.4M | $295.9M | 1.0% | $44.14 | 0.00% | 1 qtr | First report 0 |
Johnson & Johnson | 2.2M | $285.5M | 0.9% | $104.33 | 0.00% | 1 qtr | First report 0 |
Alphabet Inc | 273,372 | $284.2M | 0.9% | $51.76 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 2.2M | $271.5M | 0.9% | $103.04 | 0.00% | 1 qtr | First report 0 |
PFIZER INC | 6.2M | $270.2M | 0.9% | $28.59 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 2.5M | $256.1M | 0.8% | $86.29 | 0.00% | 1 qtr | First report 0 |
Visa Inc | 1.9M | $251.3M | 0.8% | $124.91 | 0.00% | 1 qtr | First report 0 |
Verizon Communications Inc | 4.4M | $250.2M | 0.8% | $35.91 | 0.00% | 1 qtr | First report 0 |
Procter & Gamble Co/The | 2.7M | $246.7M | 0.8% | $75.31 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 1.6M | $245.4M | 0.8% | $35.33 | 0.00% | 1 qtr | First report 0 |
Chevron Corp | 2.2M | $236.6M | 0.8% | $79.12 | 0.00% | 1 qtr | First report 0 |
EXXON MOBIL CORP | 3.2M | $221.3M | 0.7% | $48.91 | 0.00% | 1 qtr | First report 0 |
STIFEL FINANCIAL CORP manages $30.9B across 2657 positions as of Q4 2018. Top holdings: SPY (2.6%), AAPL (1.8%), MSFT (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
First quarter we have for this fund: 2657 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $30.9B across 2657 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