test

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
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
AVGOBroadcom Inc
Recent Activity
Increased 882.89%
0.91%
$863.76M
5.007M shares@ $172.51 avg price
MRKMerck & Co Inc
Recent Activity
Increased 0.12%
0.84%
$796.544M
7.014M shares@ $113.57 avg price
VOOVanguard Index Fds
Recent Activity
Increased 1.45%
0.81%
$768.37M
1.456M shares@ $527.7 avg price
PGProcter And Gamble Co
Recent Activity
Increased 0.23%
0.81%
$765.385M
4.419M shares@ $173.21 avg price
IEFAIshares Tr
Recent Activity
Increased 2.74%
0.8%
$753.663M
9.656M shares@ $78.06 avg price
JNJJohnson & Johnson
Recent Activity
Increased 3.44%
0.79%
$744.967M
4.597M shares@ $162.07 avg price
IVWIshares Tr
Recent Activity
Increased 0.31%
0.76%
$715.775M
7.475M shares@ $95.76 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -1.44%
0.75%
$708.466M
1.212M shares@ $584.64 avg price