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James M. Zemlyak

@Stifel Financial Corp

Latest period2024 - Q3ReportedManaged Assets$95.359BTotal holdings3365
Assets growth rate7.31%Assets growth rate (2-Q avg)4.28%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Stifel Financial Corp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 3365 positions.

Assets under management

The assets under management (AUM) of Stifel Financial Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 95.359B in assets, with a quarterly growth rate of 7.31% and a 2-quarter average growth rate of 4.28%. The portfolio is managed by James M. Zemlyak, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GOOGLAlphabet Inc
Recent Activity
Decreased -1.74%
1.1%
$1.048B
6.32M shares@ $165.86 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.15%
1.08%
$1.024B
2.526M shares@ $405.23 avg price
WMTWalmart Inc
Recent Activity
Decreased -2.63%
1.06%
$1.009B
12.493M shares@ $80.76 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -1.76%
1.03%
$975.667M
1.669M shares@ $584.74 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -0.78%
0.92%
$874.99M
1.525M shares@ $573.77 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -2.47%
0.92%
$868.818M
4.12M shares@ $210.87 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -1.44%
0.75%
$708.466M
1.212M shares@ $584.64 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -3.23%
0.69%
$654.957M
738,627 shares@ $886.73 avg price
TXNTexas Instrs Inc
Recent Activity
Decreased -0.55%
0.63%
$595.765M
2.884M shares@ $206.58 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -2.16%
0.61%
$577.088M
3.452M shares@ $167.2 avg price