STIFEL FINANCIAL CORP
Institutional investor · Portfolio as of Q1 2024
Top Holdings3,336 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 7.2M | $3B | 3.5% | $130.52 | +216.19% | 22 qtrssince 2018-Q4 | Increased 59 |
APPLE INC | 11.3M | $1.9B | 2.2% | $94.94 | +78.68% | 22 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 1.9M | $1.7B | 2.0% | $17.97 | +402.63% | 22 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 8M | $1.4B | 1.6% | $109.40 | +64.88% | 22 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 3.8M | $1.1B | 1.2% | $155.20 | +76.47% | 22 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 6.6M | $989.9M | 1.1% | $95.87 | +56.25% | 22 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 2.5M | $968M | 1.1% | $185.76 | +97.84% | 22 qtrssince 2018-Q4 | Increased 51 |
MERCK & CO. INC. | 7M | $928.7M | 1.1% | $66.06 | +88.58% | 22 qtrssince 2018-Q4 | Increased 52 |
PEPSICO INC | 5.3M | $919.9M | 1.0% | $119.06 | +38.01% | 22 qtrssince 2018-Q4 | Increased 51 |
JPMORGAN CHASE & CO | 4.3M | $862.2M | 1.0% | $89.65 | +114.05% | 22 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.7M | $852M | 1.0% | $248.37 | +92.15% | 22 qtrssince 2018-Q4 | Increased 45 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.5M | $807M | 0.9% | $278.79 | +83.67% | 22 qtrssince 2018-Q4 | Decreased 0 |
WALMART INC | 12.8M | $770.2M | 0.9% | $51.47 | +14.08% | 22 qtrssince 2018-Q4 | Increased 72 |
LINDE PLC | 1.7M | $767.1M | 0.9% | $339.53 | +33.71% | 5 qtrssince 2023-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 4.4M | $709.8M | 0.8% | $98.19 | +54.62% | 22 qtrssince 2018-Q4 | Increased 45 |
JOHNSON & JOHNSON | 4.4M | $693M | 0.8% | $120.30 | +22.64% | 22 qtrssince 2018-Q4 | Increased 45 |
ISHARES CORE MSCI EAFE ETF | 9.3M | $688.1M | 0.8% | $51.60 | +34.11% | 22 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 516,050 | $684.1M | 0.8% | $31.19 | +315.80% | 22 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD S&P 500 ETF | 1.4M | $680.5M | 0.8% | $260.91 | +80.21% | 22 qtrssince 2018-Q4 | Increased 45 |
ACCENTURE PLC-CL A | 1.9M | $651.9M | 0.7% | $179.23 | +88.33% | 22 qtrssince 2018-Q4 | Increased 48 |
STIFEL FINANCIAL CORP manages $87.8B across 3336 positions as of Q1 2024. Top holdings: MSFT (3.5%), AAPL (2.2%), NVDA (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 170 new positions, 144 exits, 1734 increased. Top move: WMT (INCREASED, conviction 72). Portfolio: $87.8B across 3336 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