STIFEL FINANCIAL CORP
Institutional investor · Portfolio as of Q4 2018
Top Holdings2,657 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 3.2M | $794.7M | 2.6% | $222.81 | 0.00% | 1 qtr | New 82 |
APPLE INC | 3.6M | $566.6M | 1.8% | $37.39 | 0.00% | 1 qtr | New 72 |
MICROSOFT CORP | 5.5M | $563.2M | 1.8% | $94.43 | 0.00% | 1 qtr | New 72 |
UNITEDHEALTH GROUP INC | 1.5M | $363.1M | 1.2% | $219.58 | 0.00% | 1 qtr | New 71 |
MERCK & CO. INC. | 4.7M | $357.9M | 1.2% | $57.90 | 0.00% | 1 qtr | New 71 |
JPMORGAN CHASE & CO | 3.5M | $344.2M | 1.1% | $79.22 | 0.00% | 1 qtr | New 71 |
AMAZON.COM INC | 217,789 | $330.3M | 1.1% | $73.90 | 0.00% | 1 qtr | New 71 |
CISCO SYSTEMS INC | 6.9M | $298.6M | 1.0% | $34.51 | 0.00% | 1 qtr | New 60 |
ISHARES CORE MSCI EAFE ETF | 5.4M | $295.9M | 1.0% | $44.14 | 0.00% | 1 qtr | New 60 |
JOHNSON & JOHNSON | 2.2M | $285.5M | 0.9% | $104.33 | 0.00% | 1 qtr | New 60 |
ALPHABET INC-CL A | 273,372 | $284.2M | 0.9% | $51.94 | 0.00% | 1 qtr | New 60 |
ISHARES 3-7 YEAR TREASURY BO | 2.2M | $271.5M | 0.9% | $103.04 | 0.00% | 1 qtr | New 60 |
PFIZER INC | 6.2M | $270.2M | 0.9% | $28.59 | 0.00% | 1 qtr | New 60 |
ISHARES S&P 500/BARRA VALUE | 2.5M | $256.1M | 0.8% | $86.64 | 0.00% | 1 qtr | New 60 |
VISA INC-CLASS A SHARES | 1.9M | $251.3M | 0.8% | $124.91 | 0.00% | 1 qtr | New 60 |
VERIZON COMMUNICATIONS INC | 4.4M | $250.2M | 0.8% | $37.01 | 0.00% | 1 qtr | New 60 |
PROCTER & GAMBLE CO/THE | 2.7M | $246.7M | 0.8% | $75.31 | 0.00% | 1 qtr | New 60 |
ISHARES S&P 500 GROWTH ETF | 1.6M | $245.4M | 0.8% | $35.07 | 0.00% | 1 qtr | New 60 |
CHEVRON CORP | 2.2M | $236.6M | 0.8% | $79.12 | 0.00% | 1 qtr | New 60 |
EXXON MOBIL CORP | 3.2M | $221.3M | 0.7% | $48.91 | 0.00% | 1 qtr | New 60 |
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.
Active quarter - 2657 new positions, 0 exits, 0 increased. Top move: SPY (NEW, conviction 82). 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
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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