STIFEL FINANCIAL CORP
Institutional investor · Portfolio as of Q3 2021
Top Holdings3,320 positions
MICROSOFT CORP | 7.2M | $2B | 3.0% | $117.05 | +131.15% | 12 qtrssince 2018-Q4 | Increased 55 |
APPLE INC | 13.8M | $2B | 2.9% | $42.68 | +223.38% | 12 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 365,217 | $1.2B | 1.8% | $91.54 | +79.43% | 12 qtrssince 2018-Q4 | Increased 52 |
STATE STR SPDR S&P 500 ETF T | 2.3M | $988.2M | 1.4% | $261.73 | +53.35% | 12 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 306,213 | $818.7M | 1.2% | $57.09 | +131.94% | 12 qtrssince 2018-Q4 | Decreased 0 |
VISA INC | 3.4M | $767.1M | 1.1% | $148.67 | +44.26% | 12 qtrssince 2018-Q4 | Increased 50 |
HOME DEPOT INC | 2.3M | $766M | 1.1% | $164.91 | +75.36% | 12 qtrssince 2018-Q4 | Increased 51 |
UNITEDHEALTH GROUP INC | 1.9M | $743.1M | 1.1% | $232.63 | +53.46% | 12 qtrssince 2018-Q4 | Increased 51 |
JPMORGAN CHASE & CO | 4.2M | $694.6M | 1.0% | $84.26 | +71.42% | 12 qtrssince 2018-Q4 | Increased 50 |
COSTCO WHOLESALE CORPORATION | 1.4M | $632.7M | 0.9% | $222.42 | +91.46% | 12 qtrssince 2018-Q4 | Increased 45 |
ISHARES TR | 8.4M | $624.6M | 0.9% | $48.92 | +31.35% | 12 qtrssince 2018-Q4 | Increased 47 |
JOHNSON & JOHNSON | 3.4M | $556.9M | 0.8% | $112.57 | +24.77% | 12 qtrssince 2018-Q4 | Increased 46 |
PEPSICO INC | 3.7M | $549.6M | 0.8% | $98.96 | +29.25% | 12 qtrssince 2018-Q4 | Increased 46 |
PAYPAL HLDGS INC | 2.1M | $535.9M | 0.8% | $104.61 | +146.00% | 12 qtrssince 2018-Q4 | Increased 46 |
META PLATFORMS INC | 1.6M | $535.2M | 0.8% | $177.20 | +89.71% | 12 qtrssince 2018-Q4 | Increased 45 |
MERCK & CO INC | 7M | $528.2M | 0.8% | $61.19 | +5.34% | 12 qtrssince 2018-Q4 | Increased 48 |
DISNEY WALT CO | 3.1M | $528.2M | 0.8% | $124.72 | +31.51% | 12 qtrssince 2018-Q4 | Increased 45 |
VANGUARD INDEX FDS | 1.3M | $525.1M | 0.8% | $238.50 | +54.16% | 12 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 4.5M | $518.5M | 0.8% | $94.42 | +3.66% | 12 qtrssince 2018-Q4 | Increased 59 |
NVIDIA CORPORATION | 2.4M | $504.9M | 0.7% | $6.54 | +215.39% | 12 qtrssince 2018-Q4 | Increased 71 |
STIFEL FINANCIAL CORP manages $68.2B across 3320 positions as of Q3 2021. Top holdings: MSFT (3.0%), AAPL (2.9%), AMZN (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 190 new positions, 178 exits, 1764 increased. Top move: NVDA (INCREASED, conviction 71). Portfolio: $68.2B across 3320 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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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