STIFEL FINANCIAL CORP
Institutional investor · Portfolio as of Q3 2023
Top Holdings3,275 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 7.2M | $2.3B | 3.2% | $128.89 | +139.38% | 20 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 11.4M | $2B | 2.7% | $94.94 | +77.93% | 20 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 8M | $1B | 1.4% | $108.51 | +17.15% | 20 qtrssince 2018-Q4 | Increased 51 |
UNITEDHEALTH GROUP INC | 1.7M | $866M | 1.2% | $247.00 | +95.48% | 20 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 3.7M | $859M | 1.2% | $153.66 | +46.31% | 20 qtrssince 2018-Q4 | Increased 50 |
NVIDIA CORP | 2M | $857.1M | 1.2% | $17.14 | +153.57% | 20 qtrssince 2018-Q4 | Increased 50 |
ALPHABET INC-CL A | 6.5M | $856.9M | 1.2% | $95.52 | +35.98% | 20 qtrssince 2018-Q4 | Increased 50 |
HOME DEPOT INC | 2.5M | $750.4M | 1.1% | $182.21 | +56.88% | 20 qtrssince 2018-Q4 | Increased 50 |
PEPSICO INC | 4.4M | $750.3M | 1.1% | $111.54 | +40.46% | 20 qtrssince 2018-Q4 | Increased 52 |
MERCK & CO. INC. | 6.8M | $703.6M | 1.0% | $63.99 | +49.85% | 20 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 4.3M | $670.7M | 0.9% | $119.83 | +19.35% | 20 qtrssince 2018-Q4 | Increased 46 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.5M | $657.8M | 0.9% | $275.25 | +50.94% | 20 qtrssince 2018-Q4 | Increased 45 |
LINDE PLC | 1.7M | $628.1M | 0.9% | $339.53 | +6.58% | 3 qtrssince 2023-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 4.3M | $623.5M | 0.9% | $97.02 | +38.93% | 20 qtrssince 2018-Q4 | Increased 45 |
JPMORGAN CHASE & CO | 4.3M | $619M | 0.9% | $88.56 | +54.78% | 20 qtrssince 2018-Q4 | Increased 45 |
ISHARES CORE MSCI EAFE ETF | 9.4M | $605.9M | 0.9% | $51.27 | +15.42% | 20 qtrssince 2018-Q4 | Increased 47 |
WALMART INC | 3.6M | $574.3M | 0.8% | $34.24 | +50.86% | 20 qtrssince 2018-Q4 | Increased 45 |
CISCO SYSTEMS INC | 10M | $536M | 0.8% | $37.77 | +32.70% | 20 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD S&P 500 ETF | 1.4M | $534.6M | 0.8% | $253.97 | +50.15% | 20 qtrssince 2018-Q4 | Decreased 0 |
ACCENTURE PLC-CL A | 1.7M | $532.5M | 0.7% | $165.43 | +79.40% | 20 qtrssince 2018-Q4 | Increased 45 |
STIFEL FINANCIAL CORP manages $71.1B across 3275 positions as of Q3 2023. Top holdings: MSFT (3.2%), AAPL (2.7%), AMZN (1.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 153 new positions, 195 exits, 1608 increased. Top move: PEP (INCREASED, conviction 52). Portfolio: $71.1B across 3275 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