Institutional investor · Portfolio as of Q3 2019
Quarterly Portfolio Change
STIFEL FINANCIAL CORP manages $39.2B across 2848 positions as of Q3 2019. Top holdings: SPY (2.3%), MSFT (2.1%), AAPL (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 182 new positions, 286 exits, 1313 increased. Top move: IVE (INCREASED, conviction 57). Portfolio: $39.2B across 2848 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