STIFEL FINANCIAL CORP
Institutional investor · Portfolio as of Q4 2023
Top Holdings3,310 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 7.2M | $2.7B | 3.4% | $128.89 | +185.66% | 21 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 11.3M | $2.2B | 2.7% | $94.94 | +100.35% | 21 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 8.1M | $1.2B | 1.6% | $109.40 | +38.88% | 21 qtrssince 2018-Q4 | Increased 51 |
NVIDIA CORP | 2M | $1B | 1.3% | $17.97 | +175.44% | 21 qtrssince 2018-Q4 | Increased 52 |
VISA INC-CLASS A SHARES | 3.8M | $987.3M | 1.2% | $155.20 | +64.32% | 21 qtrssince 2018-Q4 | Increased 51 |
ALPHABET INC-CL A | 6.6M | $922.3M | 1.2% | $95.87 | +44.61% | 21 qtrssince 2018-Q4 | Increased 50 |
UNITEDHEALTH GROUP INC | 1.7M | $901.3M | 1.1% | $247.00 | +104.82% | 21 qtrssince 2018-Q4 | Decreased 0 |
PEPSICO INC | 5.1M | $869.9M | 1.1% | $117.87 | +34.26% | 21 qtrssince 2018-Q4 | Increased 58 |
HOME DEPOT INC | 2.5M | $857.8M | 1.1% | $182.21 | +81.14% | 21 qtrssince 2018-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.6M | $745.4M | 0.9% | $278.79 | +66.38% | 21 qtrssince 2018-Q4 | Increased 45 |
MERCK & CO. INC. | 6.8M | $741.1M | 0.9% | $63.99 | +59.83% | 21 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 4.3M | $737M | 0.9% | $89.65 | +80.67% | 21 qtrssince 2018-Q4 | Increased 45 |
LINDE PLC | 1.7M | $686.5M | 0.9% | $339.53 | +17.92% | 4 qtrssince 2023-Q1 | Decreased 0 |
ISHARES CORE MSCI EAFE ETF | 9.6M | $678.1M | 0.9% | $51.60 | +27.12% | 21 qtrssince 2018-Q4 | Increased 46 |
JOHNSON & JOHNSON | 4.3M | $675.2M | 0.8% | $119.84 | +21.06% | 21 qtrssince 2018-Q4 | Increased 44 |
WALMART INC | 4.2M | $667.6M | 0.8% | $36.81 | +38.86% | 21 qtrssince 2018-Q4 | Increased 52 |
PROCTER & GAMBLE CO/THE | 4.3M | $629.6M | 0.8% | $97.22 | +40.17% | 21 qtrssince 2018-Q4 | Increased 45 |
VANGUARD S&P 500 ETF | 1.4M | $613.2M | 0.8% | $259.17 | +64.33% | 21 qtrssince 2018-Q4 | Increased 46 |
ACCENTURE PLC-CL A | 1.7M | $607M | 0.8% | $165.43 | +105.83% | 21 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 542,251 | $605.4M | 0.8% | $31.19 | +248.69% | 21 qtrssince 2018-Q4 | Increased 45 |
STIFEL FINANCIAL CORP manages $79.5B across 3310 positions as of Q4 2023. Top holdings: MSFT (3.4%), AAPL (2.7%), AMZN (1.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 205 new positions, 170 exits, 1587 increased. Top move: PEP (INCREASED, conviction 58). Portfolio: $79.5B across 3310 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