Institutional investor · Portfolio as of Q3 2022
Quarterly Portfolio Change
STIFEL FINANCIAL CORP manages $61.1B across 3270 positions as of Q3 2022. Top holdings: AAPL (3.0%), MSFT (2.9%), UNH (1.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 146 new positions, 183 exits, 1578 increased. Top move: GOOGL (INCREASED, conviction 81). Portfolio: $61.1B across 3270 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