Institutional investor · Portfolio as of Q4 2021
Quarterly Portfolio Change
CULLEN/FROST BANKERS, INC. manages $5.3B across 1240 positions as of Q4 2021. Top holdings: AAPL (6.1%), MSFT (6.1%), AMZN (3.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 168 new positions, 148 exits, 213 increased. Top move: VO (INCREASED, conviction 49). Portfolio: $5.3B across 1240 positions.
Top holdings by portfolio weight
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Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile