STIFEL FINANCIAL CORP
Institutional investor · Portfolio as of Q1 2023
Top Holdings3,323 positions
MICROSOFT CORP | 7.6M | $2.2B | 3.1% | $128.89 | +117.63% | 18 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 12.3M | $2B | 2.9% | $42.68 | +280.15% | 18 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.8M | $861.8M | 1.2% | $243.99 | +80.45% | 18 qtrssince 2018-Q4 | Decreased 0 |
VISA INC | 3.8M | $847.1M | 1.2% | $153.64 | +42.89% | 18 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 8M | $829.8M | 1.2% | $97.14 | +6.33% | 18 qtrssince 2018-Q4 | Increased 52 |
MERCK & CO INC | 7.5M | $794.9M | 1.1% | $63.07 | +51.88% | 18 qtrssince 2018-Q4 | Decreased 0 |
PEPSICO INC | 4.1M | $756M | 1.1% | $105.01 | +53.62% | 18 qtrssince 2018-Q4 | Increased 50 |
HOME DEPOT INC | 2.5M | $737.4M | 1.1% | $177.08 | +52.23% | 18 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 6.9M | $715.1M | 1.0% | $68.62 | +49.74% | 18 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 4.1M | $630M | 0.9% | $118.22 | +18.64% | 18 qtrssince 2018-Q4 | Increased 46 |
STATE STR SPDR S&P 500 ETF T | 1.5M | $623.8M | 0.9% | $272.73 | +43.72% | 18 qtrssince 2018-Q4 | Increased 45 |
PROCTER & GAMBLE CO | 4.2M | $622.2M | 0.9% | $96.19 | +41.06% | 18 qtrssince 2018-Q4 | Increased 46 |
LINDE PLC | 1.7M | $596.3M | 0.9% | $339.28 | 0.00% | 1 qtr | New 61 |
ISHARES TR | 8.8M | $589.8M | 0.8% | $50.72 | +18.37% | 18 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORPORATION | 2.1M | $579.4M | 0.8% | $6.79 | +307.78% | 18 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 4.4M | $571.2M | 0.8% | $87.99 | +36.62% | 18 qtrssince 2018-Q4 | Decreased 0 |
LOCKHEED MARTIN CORP | 1.2M | $571M | 0.8% | $311.04 | +38.44% | 18 qtrssince 2018-Q4 | Decreased 0 |
WALMART INC | 3.6M | $536.6M | 0.8% | $34.10 | +38.64% | 18 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYS INC | 10.2M | $532.3M | 0.8% | $37.77 | +25.08% | 18 qtrssince 2018-Q4 | Increased 45 |
PFIZER INC | 12.9M | $526.9M | 0.8% | $29.46 | +11.73% | 18 qtrssince 2018-Q4 | Increased 47 |
STIFEL FINANCIAL CORP manages $69.8B across 3323 positions as of Q1 2023. Top holdings: MSFT (3.1%), AAPL (2.9%), UNH (1.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 199 new positions, 160 exits, 1715 increased. Top move: LIN (NEW, conviction 61). Portfolio: $69.8B across 3323 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