STIFEL FINANCIAL CORP
Institutional investor · Portfolio as of Q4 2020
Top Holdings3,032 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 14M | $1.9B | 3.3% | $94.33 | +36.57% | 9 qtrssince 2018-Q4 | Increased 59 |
MICROSOFT CORP | 6.9M | $1.5B | 2.7% | $110.98 | +91.09% | 9 qtrssince 2018-Q4 | Increased 57 |
AMAZON.COM INC | 329,719 | $1.1B | 1.9% | $82.82 | +98.36% | 9 qtrssince 2018-Q4 | Increased 52 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2.3M | $859.9M | 1.5% | $260.57 | +33.26% | 9 qtrssince 2018-Q4 | Increased 50 |
VISA INC-CLASS A SHARES | 3.2M | $708.1M | 1.3% | $144.46 | +45.15% | 9 qtrssince 2018-Q4 | Increased 52 |
UNITEDHEALTH GROUP INC | 1.9M | $657.5M | 1.2% | $231.70 | +37.24% | 9 qtrssince 2018-Q4 | Increased 52 |
HOME DEPOT INC | 2.2M | $585M | 1.0% | $162.20 | +44.78% | 9 qtrssince 2018-Q4 | Increased 51 |
ALPHABET INC-CL A | 328,880 | $576.4M | 1.0% | $54.94 | +56.82% | 9 qtrssince 2018-Q4 | Increased 50 |
WALT DISNEY CO/THE | 2.9M | $530.2M | 0.9% | $121.48 | +45.70% | 9 qtrssince 2018-Q4 | Increased 48 |
JPMORGAN CHASE & CO | 4.2M | $528.8M | 0.9% | $83.14 | +31.83% | 9 qtrssince 2018-Q4 | Increased 45 |
COSTCO WHOLESALE CORP | 1.3M | $506.6M | 0.9% | $214.73 | +65.29% | 9 qtrssince 2018-Q4 | Increased 45 |
PEPSICO INC | 3.4M | $498.9M | 0.9% | $99.56 | +26.82% | 9 qtrssince 2018-Q4 | Increased 46 |
JOHNSON & JOHNSON | 3.2M | $497.1M | 0.9% | $109.93 | +22.24% | 9 qtrssince 2018-Q4 | Increased 46 |
ISHARES CORE MSCI EAFE ETF | 7M | $483.6M | 0.9% | $46.08 | +28.70% | 9 qtrssince 2018-Q4 | Increased 46 |
ISHARES S&P 500 GROWTH ETF | 7.4M | $469.9M | 0.8% | $56.24 | +9.30% | 9 qtrssince 2018-Q4 | Increased 71 |
MERCK & CO. INC. | 5.7M | $463.2M | 0.8% | $61.39 | +6.88% | 9 qtrssince 2018-Q4 | Increased 46 |
VANGUARD S&P 500 ETF | 1.3M | $458.3M | 0.8% | $224.38 | +41.81% | 9 qtrssince 2018-Q4 | Decreased 0 |
PAYPAL HOLDINGS INC | 1.9M | $445.8M | 0.8% | $91.49 | +152.47% | 9 qtrssince 2018-Q4 | Increased 46 |
PROCTER & GAMBLE CO/THE | 3.1M | $430.2M | 0.8% | $85.19 | +40.99% | 9 qtrssince 2018-Q4 | Increased 45 |
VANGUARD S/T CORP BOND ETF | 5.1M | $422.7M | 0.8% | $67.60 | +3.02% | 9 qtrssince 2018-Q4 | Increased 46 |
STIFEL FINANCIAL CORP manages $56B across 3032 positions as of Q4 2020. Top holdings: AAPL (3.3%), MSFT (2.7%), AMZN (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 333 new positions, 174 exits, 1587 increased. Top move: IVW (INCREASED, conviction 71). Portfolio: $56.0B across 3032 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR