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
MDTMedtronic Plc
Recent Activity
Increased 2.91%
0.56%
$525.96M
5.842M shares@ $90.04 avg price
CLColgate Palmolive Co
Recent Activity
Decreased -0.27%
0.55%
$520.735M
5.016M shares@ $103.82 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -0.16%
0.53%
$504.322M
9.476M shares@ $53.23 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -1.1%
0.52%
$494.035M
2.502M shares@ $197.49 avg price
IVEIshares Tr
Recent Activity
Increased 2.51%
0.52%
$490.67M
2.489M shares@ $197.18 avg price
CMICummins Inc
Recent Activity
Decreased -0.93%
0.52%
$487.507M
1.506M shares@ $323.8 avg price
APDAir Prods & Chems Inc
Recent Activity
Increased 1.2%
0.52%
$486.343M
1.633M shares@ $297.76 avg price
WMWaste Mgmt Inc Del
Recent Activity
Decreased -0.36%
0.51%
$486.219M
2.342M shares@ $207.61 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 4.65%
0.51%
$484.726M
1.053M shares@ $460.27 avg price
EMREmerson Elec Co
Recent Activity
Decreased -0.99%
0.51%
$483.097M
4.417M shares@ $109.38 avg price