Gareth Morgan Investments Limited Partnership

Latest statistics and disclosures from Kiwi Wealth Investments Limited Partnership's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are TFLO, TIP, IAU, NEAR, and represent 100.00% of Kiwi Wealth Investments Limited Partnership's stock portfolio.
  • Reduced shares in these 10 stocks: AMZN (-$65M), GOOGL (-$64M), , , IT (-$48M), MSFT (-$48M), , , BSX (-$41M), .
  • Sold out of its positions in GOOG, GOOGL, AMZN, AAPL, BSX, CMS, CMCSA, DHR, DG, DLTR.
  • Kiwi Wealth Investments Limited Partnership was a net seller of stock by $-795M.
  • Kiwi Wealth Investments Limited Partnership has $126M in assets under management (AUM), dropping by -86.25%.
  • Central Index Key (CIK): 0001555829

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Portfolio Holdings for Kiwi Wealth Investments Limited Partnership

Kiwi Wealth Investments Limited Partnership holds 4 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr TRS FLT RT BD (TFLO) 41.9 $53M 1.0M 50.47
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Ishares Tr Tips Bd Etf (TIP) 28.7 $36M 337k 107.49
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Ishares Gold Tr Ishares New (IAU) 16.7 $21M 540k 39.03
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Ishares U S Etf Tr Blackrock Sh Dur (NEAR) 12.7 $16M 318k 50.52
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Past Filings by Kiwi Wealth Investments Limited Partnership

SEC 13F filings are viewable for Kiwi Wealth Investments Limited Partnership going back to 2012

View all past filings