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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
CTASCintas Corp
Recent Activity
Increased 289.63%
0.3%
$284.558M
1.382M shares@ $205.89 avg price
NSCNorfolk Southn Corp
Recent Activity
Increased 5.15%
0.3%
$283.013M
1.139M shares@ $248.51 avg price
SPGIS&p Global Inc
Recent Activity
Increased 0.62%
0.3%
$280.727M
543,357 shares@ $516.66 avg price
QCOMQualcomm Inc
Recent Activity
Increased 0.63%
0.29%
$276.397M
1.625M shares@ $170.06 avg price
PFEPfizer Inc
Recent Activity
Increased 7.93%
0.29%
$271.321M
9.375M shares@ $28.95 avg price
QUALIshares Tr
Recent Activity
Increased 4.29%
0.29%
$268.539M
1.498M shares@ $179.31 avg price
VUGVanguard Index Fds
Recent Activity
Increased 0.63%
0.29%
$268.479M
699,202 shares@ $383.98 avg price
VMBSVanguard Scottsdale Fds
Recent Activity
Increased 3.15%
0.28%
$265.677M
5.628M shares@ $47.22 avg price
NEENextera Energy Inc
Recent Activity
Increased 0.41%
0.27%
$252.945M
2.992M shares@ $84.54 avg price
INTUIntuit
Recent Activity
Increased 0.4%
0.27%
$251.247M
404,545 shares@ $621.07 avg price