Grufity logoGrufity logo
Stocks
Funds
Screener
Sectors
Watchlists

Latest STIFEL FINANCIAL CORP Stock Portfolio

STIFEL FINANCIAL CORP Performance:
2024 Q3: 3.7%YTD: 10.6%2023: 12.89%
Performance for 2024 Q3 is 3.7%, and YTD is 10.6%, and 2023 is 12.89%.

About STIFEL FINANCIAL CORP and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, STIFEL FINANCIAL CORP reported an equity portfolio of $95.4 Billions as of 30 Sep, 2024.

The top stock holdings of STIFEL FINANCIAL CORP are MSFT, AAPL, NVDA. The fund has invested 3.2% of it's portfolio in MICROSOFT CORP and 2.9% of portfolio in APPLE INC.

The fund managers got completely rid off TE CONNECTIVITY LTD (TEL), FERGUSON PLC NEW (FERG) and DRIL-QUIP INC (DRQ) stocks. They significantly reduced their stock positions in BLACKLINE INC (BL), RELIANCE INC (RS) and PERFORMANCE FOOD GROUP CO (PFGC). STIFEL FINANCIAL CORP opened new stock positions in TE CONNECTIVITY PLC, INVESCO EXCH TRADED FD TR II (BAB) and BONDBLOXX ETF TRUST (XHYC). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES INC (ACWV), T ROWE PRICE ETF INC (TAGG) and CELESTICA INC.

STIFEL FINANCIAL CORP Annual Return Estimates Vs S&P 500

Our best estimate is that STIFEL FINANCIAL CORP made a return of 3.7% in the last quarter. In trailing 12 months, it's portfolio return was 18.8%.

New Buys

Ticker$ Bought
te connectivity plc65,433,500
invesco exch traded fd tr ii44,022,800
New stocks bought by STIFEL FINANCIAL CORP

Additions

Ticker% Inc.
ishares inc13,188
packaging corp amer1,462
microstrategy inc1,126
spdr ser tr702
ishares tr686
republic svcs inc437
airbnb inc367
capital grp fixed incm etf t344
Additions to existing portfolio by STIFEL FINANCIAL CORP

Reductions

Ticker% Reduced
starbucks corp-80.61
mercadolibre inc-78.3
linde plc-64.34
pacer fds tr-64.22
huntsman corp-59.00
ishares tr-45.75
ishares tr-33.17
first tr exchange-traded fd-30.27
STIFEL FINANCIAL CORP reduced stake in above stock

Sold off

None of the stocks were completely sold off by STIFEL FINANCIAL CORP

Sector Distribution

STIFEL FINANCIAL CORP has about 30.4% of it's holdings in Others sector.

Sector%
Others30.4
Technology18
Industrials10.7
Healthcare8.7
Financial Services7.3
Consumer Defensive7.3
Consumer Cyclical6.7
Communication Services3.5
Energy2.6
Basic Materials1.8
Utilities1.5
Real Estate1.4

Market Cap. Distribution

STIFEL FINANCIAL CORP has about 66.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP36.7
UNALLOCATED30.4
MEGA-CAP29.4
MID-CAP2.8

Stocks belong to which Index?

About 65.5% of the stocks held by STIFEL FINANCIAL CORP either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50063.7
Others34.5
RUSSELL 20001.8
Top 5 Winners (%)%
LUMN
lumen technologies inc
532.8 %
PSNL
personalis inc
355.3 %
EOSE
eos energy enterprises inc
130.3 %
ASTS
ast spacemobile inc
121.6 %
CTSO
cytosorbents corp
113.4 %
Top 5 Winners ($)$
AAPL
apple inc
262.0 M
WMT
walmart inc
164.8 M
HD
home depot inc
154.1 M
LMT
lockheed martin corp
143.9 M
UNH
unitedhealth group inc
127.9 M
Top 5 Losers (%)%
SMCI
super micro computer inc
-88.5 %
DECK
deckers outdoor corp
-82.5 %
TTEK
tetra tech inc new
-77.5 %
VRCA
verrica pharmaceuticals inc
-76.3 %
CTAS
cintas corp
-72.3 %
Top 5 Losers ($)$
CTAS
cintas corp
-741.0 M
MSFT
microsoft corp
-118.9 M
SMCI
super micro computer inc
-117.0 M
DECK
deckers outdoor corp
-115.5 M
GOOG
alphabet inc
-104.8 M

STIFEL FINANCIAL CORP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of STIFEL FINANCIAL CORP

STIFEL FINANCIAL CORP has 3335 stocks in it's portfolio. About 16.4% of the portfolio is in top 10 stocks. CTAS proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for STIFEL FINANCIAL CORP last quarter.

Last Reported on: 14 Nov, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions