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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
MDTMedtronic Plc
Recent Activity
Increased 2.91%
0.56%
$525.96M
5.842M shares@ $90.04 avg price
IVEIshares Tr
Recent Activity
Increased 2.51%
0.52%
$490.67M
2.489M shares@ $197.18 avg price
APDAir Prods & Chems Inc
Recent Activity
Increased 1.2%
0.52%
$486.343M
1.633M shares@ $297.76 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 4.65%
0.51%
$484.726M
1.053M shares@ $460.27 avg price
TSCOTractor Supply Co
Recent Activity
Increased 0.13%
0.51%
$480.469M
1.651M shares@ $290.94 avg price
ITWIllinois Tool Wks Inc
Recent Activity
Increased 0.99%
0.49%
$460.533M
1.757M shares@ $262.08 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 3.22%
0.48%
$454.532M
3.878M shares@ $117.23 avg price
CHDChurch & Dwight Co Inc
Recent Activity
Increased 0.51%
0.48%
$449.83M
4.296M shares@ $104.73 avg price
BILSpdr Ser Tr
Recent Activity
Increased 5.56%
0.46%
$433.339M
4.72M shares@ $91.82 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 0.3%
0.45%
$425.324M
871,333 shares@ $488.14 avg price