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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
BRBroadridge Finl Solutions In
Recent Activity
Increased 0.37%
0.36%
$342.856M
1.594M shares@ $215.04 avg price
MBBIshares Tr
Recent Activity
Increased 0.78%
0.36%
$340.165M
3.55M shares@ $95.82 avg price
ORCLOracle Corp
Recent Activity
Increased 1.76%
0.36%
$335.283M
1.968M shares@ $170.41 avg price
MAMastercard Incorporated
Recent Activity
Increased 3.51%
0.36%
$334.237M
676,801 shares@ $493.85 avg price
MCDMcdonalds Corp
Recent Activity
Increased 1.72%
0.35%
$333.719M
1.096M shares@ $304.57 avg price
NKENike Inc
Recent Activity
Increased 6%
0.35%
$329.629M
3.729M shares@ $88.41 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 0.52%
0.35%
$328.802M
961,972 shares@ $341.8 avg price
BHVNBiohaven Ltd
Recent Activity
Increased 0.45%
0.35%
$325.268M
6.509M shares@ $49.98 avg price
VZVerizon Communications Inc
Recent Activity
Increased 3.85%
0.31%
$289.963M
6.457M shares@ $44.91 avg price
GPCGenuine Parts Co
Recent Activity
Increased 1.24%
0.31%
$287.405M
2.058M shares@ $139.69 avg price