STIFEL FINANCIAL CORP
Institutional investor · Portfolio as of Q4 2021
Top Holdings3,364 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 7.3M | $2.5B | 3.3% | $121.76 | +165.58% | 13 qtrssince 2018-Q4 | Increased 60 |
APPLE INC | 13.8M | $2.5B | 3.2% | $94.94 | +82.70% | 13 qtrssince 2018-Q4 | Increased 58 |
AMAZON.COM INC | 376,484 | $1.3B | 1.7% | $93.07 | +81.20% | 13 qtrssince 2018-Q4 | Increased 52 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2.4M | $1.1B | 1.5% | $269.27 | +67.27% | 13 qtrssince 2018-Q4 | Increased 52 |
HOME DEPOT INC | 2.4M | $992M | 1.3% | $173.95 | +112.99% | 13 qtrssince 2018-Q4 | Increased 51 |
UNITEDHEALTH GROUP INC | 2M | $984.9M | 1.3% | $242.30 | +94.59% | 13 qtrssince 2018-Q4 | Increased 52 |
ALPHABET INC-CL A | 315,029 | $912.6M | 1.2% | $59.71 | +142.99% | 13 qtrssince 2018-Q4 | Increased 52 |
COSTCO WHOLESALE CORP | 1.4M | $807.7M | 1.1% | $225.67 | +138.78% | 13 qtrssince 2018-Q4 | Increased 50 |
VISA INC-CLASS A SHARES | 3.6M | $779.3M | 1.0% | $151.22 | +38.22% | 13 qtrssince 2018-Q4 | Increased 52 |
JPMORGAN CHASE & CO | 4.5M | $716.2M | 0.9% | $87.99 | +61.42% | 13 qtrssince 2018-Q4 | Increased 48 |
NVIDIA CORP | 2.4M | $705.8M | 0.9% | $16.98 | +73.91% | 13 qtrssince 2018-Q4 | Decreased 0 |
PFIZER INC | 11.8M | $697.3M | 0.9% | $27.90 | +63.86% | 13 qtrssince 2018-Q4 | Increased 45 |
ISHARES CORE MSCI EAFE ETF | 8.9M | $663.5M | 0.9% | $49.82 | +31.76% | 13 qtrssince 2018-Q4 | Increased 47 |
PEPSICO INC | 3.8M | $655.1M | 0.9% | $103.54 | +47.12% | 13 qtrssince 2018-Q4 | Increased 46 |
ACCENTURE PLC-CL A | 1.6M | $651.7M | 0.9% | $155.60 | +150.61% | 13 qtrssince 2018-Q4 | Increased 45 |
JOHNSON & JOHNSON | 3.6M | $609M | 0.8% | $113.74 | +31.66% | 13 qtrssince 2018-Q4 | Increased 46 |
VANGUARD S&P 500 ETF | 1.4M | $608.2M | 0.8% | $246.47 | +67.63% | 13 qtrssince 2018-Q4 | Increased 47 |
ISHARES TR | 5.3M | $606M | 0.8% | $94.92 | +3.01% | 13 qtrssince 2018-Q4 | Increased 52 |
PROCTER & GAMBLE CO/THE | 3.7M | $598M | 0.8% | $91.40 | +58.36% | 13 qtrssince 2018-Q4 | Increased 46 |
META PLATFORMS INC-CLASS A | 1.6M | $547.2M | 0.7% | $183.36 | +86.51% | 13 qtrssince 2018-Q4 | Increased 46 |
STIFEL FINANCIAL CORP manages $75.6B across 3364 positions as of Q4 2021. Top holdings: MSFT (3.3%), AAPL (3.2%), AMZN (1.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 245 new positions, 201 exits, 1756 increased. Top move: MSFT (INCREASED, conviction 60). Portfolio: $75.6B across 3364 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