Institutional investor · Portfolio as of Q1 2021
Quarterly Portfolio Change
STIFEL FINANCIAL CORP manages $60.7B across 3201 positions as of Q1 2021. Top holdings: AAPL (2.8%), MSFT (2.7%), AMZN (1.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 346 new positions, 176 exits, 1706 increased. Top move: MSFT (INCREASED, conviction 55). Portfolio: $60.7B across 3201 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