Institutional investor · Portfolio as of Q2 2019
Quarterly Portfolio Change
STIFEL FINANCIAL CORP manages $38.8B across 2952 positions as of Q2 2019. Top holdings: SPY (2.4%), MSFT (2.1%), AAPL (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 377 new positions, 214 exits, 1345 increased. Top move: SPY (INCREASED, conviction 88). Portfolio: $38.8B across 2952 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
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