Institutional investor · Portfolio as of Q3 2024
Quarterly Portfolio Change
STIFEL FINANCIAL CORP manages $95.4B across 3364 positions as of Q3 2024. Top holdings: MSFT (3.2%), AAPL (2.9%), NVDA (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 152 new positions, 149 exits, 0 increased. Top move: MSFT (INCREASED, conviction 58). Portfolio: $95.4B across 3364 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile