Which New Zealand managed funds hold STIFEL FINANCIAL COM?

12 New Zealand managed funds hold STIFEL FINANCIAL COM as a direct holding, across 4 fund managers. Weights range from 0.000% to 0.100% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding STIFEL FINANCIAL COM indirectly through an underlying fund or ETF are not counted, so this is a floor rather than a total.

Which NZ fund has the largest holding in STIFEL FINANCIAL COM?

Evidential Sustainable Targeted Factor Fund has the largest direct holding at 0.100% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold STIFEL FINANCIAL COM?

12 funds hold STIFEL FINANCIAL COM directly, across 4 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

FMA Disclose — full portfolio holdings

Direct holdings only. Funds that hold STIFEL FINANCIAL COM indirectly — through an underlying fund, trust or ETF — are not listed here. Disclose filings do not distinguish a wrapper from a security, so this page cannot see through one. It is a floor, not a total.

Fund	Manager	% of fund
Evidential Sustainable Targeted Factor Fund	Evidential	0.100%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.030%
Schroder Sustainable Global Core PIE Fund	Schroders	0.030%
Schroder Sustainable Global Core PIE Fund (Hedged)	Schroders	0.030%
ACI Growth Fund	AACI	0.020%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.020%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.020%
ACI Conservative Fund	AACI	0.010%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.010%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.010%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.010%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.000%

Funds holding STIFEL FINANCIAL COM usually also hold

Companies that appear alongside STIFEL FINANCIAL COM in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 4 spellings were treated as STIFEL FINANCIAL COM — shown so you can check the grouping rather than take it on trust.

STIFEL FINANCIAL COM
STIFEL FINANCIAL CORP
Stifel Financial Com
Stifel Financial Corp

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