Institutional investor · Portfolio as of Q1 2023
Quarterly Portfolio Change
STIFEL FINANCIAL CORP manages $69.8B across 3320 positions as of Q1 2023. Top holdings: MSFT (3.1%), AAPL (2.9%), UNH (1.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 197 new positions, 159 exits, 1714 increased. Top move: AMZN (INCREASED, conviction 52). Portfolio: $69.8B across 3320 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