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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
MSFTMicrosoft Corp
Recent Activity
Increased 0.15%
3.23%
$3.079B
7.156M shares@ $430.32 avg price
AAPLApple Inc
Recent Activity
Increased 0.94%
2.88%
$2.745B
11.782M shares@ $233.01 avg price
NVDANvidia Corporation
Recent Activity
Increased 1.13%
2.36%
$2.248B
18.51M shares@ $121.45 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.54%
1.61%
$1.531B
8.214M shares@ $186.34 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.74%
1.1%
$1.048B
6.32M shares@ $165.86 avg price
VVisa Inc
Recent Activity
Increased 0.22%
1.1%
$1.044B
3.796M shares@ $274.96 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.15%
1.08%
$1.024B
2.526M shares@ $405.23 avg price
WMTWalmart Inc
Recent Activity
Decreased -2.63%
1.06%
$1.009B
12.493M shares@ $80.76 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -1.76%
1.03%
$975.667M
1.669M shares@ $584.74 avg price
PEPPepsico Inc
Recent Activity
Increased 2.21%
0.97%
$923.621M
5.431M shares@ $170.06 avg price