Gareth Morgan Investments Limited Partnership

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

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Portfolio Holdings for Kiwi Wealth Investments Limited Partnership

Companies in the Kiwi Wealth Investments Limited Partnership portfolio as of the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 5.0 $98M +24% 438k 222.82
Microsoft Corporation (MSFT) 4.8 $92M -15% 341k 270.90
Alphabet Cap Stk Cl C (GOOG) 4.5 $88M +3% 35k 2506.32
Apple (AAPL) 4.3 $83M -15% 606k 136.96
Amazon (AMZN) 4.1 $80M +36% 23k 3440.15
Facebook Cl A (FB) 3.3 $63M 182k 347.71
UnitedHealth (UNH) 2.1 $41M +22% 102k 400.44
Visa Com Cl A (V) 1.4 $27M -7% 115k 233.82
BlackRock (BLK) 1.4 $27M +115% 31k 874.98
Costco Wholesale Corporation (COST) 1.4 $27M +2% 67k 395.67
Nike CL B (NKE) 1.2 $24M +35% 154k 154.49
Bank of America Corporation (BAC) 1.1 $22M +28% 531k 41.23
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.1 $20M -25% 170k 120.16
Danaher Corporation (DHR) 1.1 $20M -2% 76k 268.36

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Target Corporation (TGT) 1.1 $20M +12% 84k 241.74
Adobe Systems Incorporated (ADBE) 1.0 $20M -34% 34k 585.64
Lam Research Corporation (LRCX) 1.0 $20M +27% 31k 650.70
Iqvia Holdings (IQV) 1.0 $20M +3% 82k 242.32
S&p Global (SPGI) 1.0 $20M +5% 48k 410.46
First Republic Bank/san F (FRC) 1.0 $20M +13% 105k 187.17
Accenture Plc Ireland Shs Class A (ACN) 1.0 $20M +11% 66k 294.78
JPMorgan Chase & Co. (JPM) 1.0 $19M +6% 121k 155.54
Mastercard Incorporated Cl A (MA) 1.0 $19M +50% 52k 365.09
McDonald's Corporation (MCD) 0.9 $18M -11% 79k 230.99
Starbucks Corporation (SBUX) 0.9 $18M -9% 158k 111.81
Alibaba Group Hldg Sponsored Ads (BABA) 0.9 $18M -25% 77k 226.78
Eli Lilly & Co. (LLY) 0.9 $17M -15% 73k 229.52
Tractor Supply Company (TSCO) 0.9 $17M +19% 90k 186.06
Home Depot (HD) 0.8 $16M +73% 51k 318.90
Ishares Gold Tr Ishares New (IAU) 0.8 $16M NEW 483k 33.71
Abbott Laboratories (ABT) 0.8 $15M +60% 132k 115.93
Paypal Holdings (PYPL) 0.8 $15M +41% 52k 291.47
Thermo Fisher Scientific (TMO) 0.8 $15M -21% 30k 504.45
Morgan Stanley Com New (MS) 0.8 $15M +23% 160k 91.69
Keysight Technologies (KEYS) 0.7 $14M +4% 92k 154.41
Chipotle Mexican Grill (CMG) 0.7 $14M +109% 9.1k 1550.35
American Tower Reit (AMT) 0.7 $14M NEW 51k 270.14
Procter & Gamble Company (PG) 0.7 $14M -56% 100k 134.93
Pepsi (PEP) 0.7 $13M -34% 89k 148.18
Equinix (EQIX) 0.7 $13M NEW 17k 802.57
Amphenol Corp Cl A (APH) 0.7 $13M +27% 193k 68.41
Prologis (PLD) 0.7 $13M -36% 110k 119.53
Hca Holdings (HCA) 0.7 $13M -27% 63k 206.74
Aon Shs Cl A (AON) 0.7 $13M +39% 54k 238.76
Marvell Technology Group Ord 0.7 $13M +34% 216k 58.33
salesforce (CRM) 0.6 $12M +169% 51k 244.28
Hubspot (HUBS) 0.6 $12M NEW 20k 582.73
Eaton Corp SHS (ETN) 0.6 $12M +43% 78k 148.18
Netflix (NFLX) 0.6 $11M NEW 21k 528.19
Servicenow (NOW) 0.6 $11M +51% 19k 549.56
SVB Financial (SIVB) 0.5 $11M NEW 19k 556.43
Lauder Estee Cos Cl A (EL) 0.5 $11M +95% 33k 318.08
Trimble Navigation (TRMB) 0.5 $11M -4% 128k 81.83
Teledyne Technologies Incorporated (TDY) 0.5 $10M 25k 418.85
Te Connectivity Reg Shs (TEL) 0.5 $10M -2% 77k 135.20
Ishares Tr Msci Uk Etf New (EWU) 0.5 $9.8M NEW 301k 32.70
Deckers Outdoor Corporation (DECK) 0.5 $9.8M +14% 26k 384.05
Lululemon Athletica (LULU) 0.5 $9.5M +8% 26k 364.96
D.R. Horton (DHI) 0.5 $9.5M +47% 105k 90.37
Republic Services (RSG) 0.5 $9.2M +33% 83k 110.01
Waste Connections (WCN) 0.5 $8.9M +110% 75k 119.43
Yeti Hldgs (YETI) 0.4 $8.3M -26% 91k 91.82
Cummins (CMI) 0.4 $8.2M NEW 34k 243.82
Keurig Dr Pepper (KDP) 0.4 $8.1M NEW 231k 35.24
Edwards Lifesciences (EW) 0.4 $8.0M NEW 77k 103.57
Walt Disney Company (DIS) 0.4 $7.9M +324% 45k 175.76
Texas Instruments Incorporated (TXN) 0.4 $7.8M +51% 40k 192.29
AES Corporation (AES) 0.4 $7.3M -33% 280k 26.07
Amgen (AMGN) 0.4 $7.2M +8% 30k 243.75
Regeneron Pharmaceuticals (REGN) 0.4 $6.9M NEW 12k 558.55
NVR (NVR) 0.3 $6.7M -22% 1.4k 4973.33
Lowe's Companies (LOW) 0.3 $6.7M -45% 34k 193.97
Activision Blizzard (ATVI) 0.3 $6.3M +3% 66k 95.44
Caterpillar (CAT) 0.3 $6.2M -48% 29k 217.64
Etsy (ETSY) 0.3 $6.1M NEW 30k 205.85
eBay (EBAY) 0.3 $6.0M 86k 70.22
Middleby Corporation (MIDD) 0.3 $6.0M NEW 35k 173.26
Intuit (INTU) 0.3 $5.9M -24% 12k 490.15
Moody's Corporation (MCO) 0.3 $5.9M +29% 16k 362.38
IDEXX Laboratories (IDXX) 0.3 $5.8M -16% 9.2k 631.56
Sherwin-Williams Company (SHW) 0.3 $5.8M +185% 21k 272.47
Hp (HPQ) 0.3 $5.8M +14% 191k 30.19
Agilent Technologies Inc C ommon (A) 0.3 $5.8M -9% 39k 147.82
Waste Management (WM) 0.3 $5.7M NEW 41k 140.10
T. Rowe Price (TROW) 0.3 $5.7M -4% 29k 197.96
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $5.6M +4% 28k 201.62
Icici Bank Adr (IBN) 0.3 $5.5M +24% 324k 17.10
Mettler-Toledo International (MTD) 0.3 $5.4M -5% 3.9k 1385.38
Boston Beer Cl A (SAM) 0.3 $5.4M NEW 5.3k 1020.81
Trane Technologies SHS (TT) 0.3 $5.4M 29k 184.14
American Eagle Outfitters (AEO) 0.3 $5.4M NEW 143k 37.53
Lennar Corp Cl A (LEN) 0.3 $5.4M +547% 54k 99.34
Pulte (PHM) 0.3 $5.4M -18% 98k 54.57
Archer Daniels Midland Company (ADM) 0.3 $5.3M 88k 60.60
Farfetch Ord Sh Cl A (FTCH) 0.3 $5.3M NEW 105k 50.36
Bumble Com Cl A (BMBL) 0.3 $5.3M NEW 92k 57.60
Infosys Sponsored Adr (INFY) 0.3 $5.3M -20% 248k 21.19
Dominion Resources (D) 0.3 $5.3M NEW 72k 73.57
General Mills (GIS) 0.3 $5.2M +18% 86k 60.93
Anaplan (PLAN) 0.3 $5.2M +127% 97k 53.30
Dell Technologies CL C (DELL) 0.3 $5.1M NEW 51k 99.68
Charter Communications Inc N Cl A (CHTR) 0.3 $5.0M 7.0k 721.47
Martin Marietta Materials (MLM) 0.3 $4.9M -4% 14k 351.81
Automatic Data Processing (ADP) 0.3 $4.9M -19% 25k 198.63
Spotify Technology S A SHS (SPOT) 0.3 $4.9M NEW 18k 275.59
Vulcan Materials Company (VMC) 0.3 $4.9M -4% 28k 174.06
Expeditors International of Washington (EXPD) 0.3 $4.9M -6% 38k 126.59
Gartner (IT) 0.3 $4.9M NEW 20k 242.19
Weyerhaeuser Co Mtn Be Com New (WY) 0.2 $4.7M NEW 137k 34.42
Synopsys (SNPS) 0.2 $4.7M -55% 17k 275.77
Best Buy (BBY) 0.2 $4.7M +2% 41k 114.98
PerkinElmer (PKI) 0.2 $4.6M -8% 30k 154.40
Applied Materials (AMAT) 0.2 $4.6M -6% 32k 142.40
Quest Diagnostics Incorporated (DGX) 0.2 $4.6M NEW 35k 131.97
Nortonlifelock (NLOK) 0.2 $4.5M NEW 164k 27.22
Cigna Corp (CI) 0.2 $4.4M -2% 19k 237.08
Tesla Motors (TSLA) 0.2 $4.4M -35% 6.5k 679.74
Whirlpool Corporation (WHR) 0.2 $4.4M NEW 20k 218.02
International Paper Company (IP) 0.2 $4.3M NEW 70k 61.30
Smucker J M Com New (SJM) 0.2 $4.3M 33k 129.58
AmerisourceBergen (ABC) 0.2 $4.2M -5% 37k 114.50
Hess (HES) 0.2 $4.2M NEW 48k 87.33
Chewy Cl A (CHWY) 0.2 $4.1M NEW 52k 79.71
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.2 $4.1M 48k 85.19
Gra (GGG) 0.2 $4.0M -48% 54k 75.69
Interpublic Group of Companies (IPG) 0.2 $4.0M NEW 124k 32.49
Constellation Brands Cl A (STZ) 0.2 $4.0M -46% 17k 233.92
Zimmer Holdings (ZBH) 0.2 $4.0M NEW 25k 160.81
Boston Scientific Corporation (BSX) 0.2 $4.0M -64% 93k 42.76
Nextera Energy (NEE) 0.2 $3.9M -48% 53k 73.28
Veeva Sys Cl A Com (VEEV) 0.2 $3.8M NEW 12k 310.98
Omni (OMC) 0.2 $3.8M NEW 47k 79.99
Manhattan Associates (MANH) 0.2 $3.8M NEW 26k 144.85
DaVita (DVA) 0.2 $3.8M 31k 120.44
Tata Mtrs Sponsored Adr (TTM) 0.2 $3.7M +79% 164k 22.78
EOG Resources (EOG) 0.2 $3.7M 44k 83.44
Campbell Soup Company (CPB) 0.2 $3.6M NEW 80k 45.59
L3harris Technologies (LHX) 0.2 $3.6M +6% 17k 216.12
Fidelity National Information Services (FIS) 0.2 $3.4M -37% 24k 141.65
Altice Usa Cl A (ATUS) 0.2 $3.4M 99k 34.14
Parker-Hannifin Corporation (PH) 0.2 $3.3M 11k 307.10
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.2 $3.3M -18% 544k 6.01
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $3.3M NEW 22k 150.71
Nexstar Media Group Cl A (NXST) 0.2 $3.3M +9% 22k 147.87
Dolby Laboratories Com Cl A (DLB) 0.2 $3.1M 32k 98.28
Gerdau Sa Spon Adr Rep Pfd (GGB) 0.2 $3.1M NEW 525k 5.90
Ecolab (ECL) 0.2 $3.1M 15k 205.95
Nielsen Hldgs Shs Eur (NLSN) 0.2 $3.0M 123k 24.67
Axalta Coating Sys (AXTA) 0.2 $3.0M 99k 30.49
Pinnacle Financial Partners (PNFP) 0.2 $3.0M 34k 88.28
NVIDIA Corporation (NVDA) 0.2 $3.0M +8% 3.8k 800.11
Clean Harbors (CLH) 0.2 $3.0M 32k 93.13
Flowers Foods (FLO) 0.2 $3.0M +26% 122k 24.20
McKesson Corporation (MCK) 0.2 $2.9M 15k 191.27
Abbvie (ABBV) 0.1 $2.9M 26k 112.63
Stryker Corporation (SYK) 0.1 $2.7M -80% 10k 259.77
Nasdaq Omx (NDAQ) 0.1 $2.6M 15k 175.82
Laboratory Corp Amer Hldgs Com New (LH) 0.1 $2.5M NEW 9.1k 275.80
Aspen Technology (AZPN) 0.1 $2.5M NEW 18k 137.56
Kimco Realty Corporation (KIM) 0.1 $2.5M NEW 118k 20.85
Johnson Ctls Intl SHS (JCI) 0.1 $2.4M NEW 36k 68.64
Baidu Spon Adr Rep A (BIDU) 0.1 $2.3M 11k 203.90
Eagle Materials (EXP) 0.1 $2.3M NEW 16k 142.14
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $2.2M NEW 6.3k 354.37
Pennymac Financial Services (PFSI) 0.1 $2.2M 36k 61.73
H&R Block (HRB) 0.1 $2.0M NEW 87k 23.48
Walker & Dunlop (WD) 0.1 $2.0M +28% 20k 104.37
Zebra Technologies Corporati Cl A (ZBRA) 0.1 $2.0M 3.8k 529.58
Analog Devices (ADI) 0.1 $2.0M NEW 11k 172.12
Schlumberger Com Stk (SLB) 0.1 $1.9M 61k 32.01
Williams-Sonoma (WSM) 0.1 $1.8M 11k 159.68
Atkore Intl (ATKR) 0.1 $1.8M +124% 26k 71.00
Evertec (EVTC) 0.1 $1.7M 38k 43.66
Vertiv Holdings Com Cl A (VRT) 0.1 $1.6M NEW 60k 27.30
Old Dominion Freight Line (ODFL) 0.1 $1.6M NEW 6.4k 253.83
Workiva Com Cl A (WK) 0.1 $1.6M NEW 14k 111.30
Spectrum Brands Holding (SPB) 0.1 $1.6M -41% 19k 85.05
Trinseo S A SHS (TSE) 0.1 $1.6M NEW 26k 59.82
Visteon Corp Com New (VC) 0.1 $1.6M +12% 13k 120.91
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.5M 3.5k 428.05
Apellis Pharmaceuticals (APLS) 0.1 $1.5M NEW 23k 63.19
Johnson & Johnson (JNJ) 0.1 $1.4M -94% 8.8k 164.73
Arconic (ARNC) 0.1 $1.4M NEW 39k 35.63
Broadcom (AVGO) 0.1 $1.3M NEW 2.8k 477.00
Bank Ozk (OZK) 0.1 $1.3M 31k 42.14
Technipfmc (FTI) 0.1 $1.3M NEW 143k 9.05
Qorvo (QRVO) 0.1 $1.3M +27% 6.5k 195.72
Ida (IDA) 0.1 $1.3M 13k 97.51
Teradyne (TER) 0.1 $1.3M -25% 9.5k 133.99
Citrix Systems (CTXS) 0.1 $1.2M -24% 11k 117.25
Wendy's/arby's Group (WEN) 0.1 $1.2M NEW 52k 23.42
Metropcs Communications (TMUS) 0.1 $1.2M NEW 8.3k 144.79
Oneok (OKE) 0.1 $1.2M NEW 21k 55.63
Translate Bio (TBIO) 0.1 $1.2M NEW 43k 27.53
Hawaiian Electric Industries (HE) 0.1 $1.2M -10% 27k 42.30
Jefferies Finl Group (JEF) 0.1 $1.1M NEW 33k 34.19
Chemours (CC) 0.1 $1.1M NEW 33k 34.79
Ralph Lauren Corp Cl A (RL) 0.1 $1.1M 9.6k 117.86
Emcor (EME) 0.1 $1.1M NEW 8.9k 123.24
Anthem (ANTM) 0.1 $1.1M NEW 2.8k 381.74
Comcast Corp Cl A (CMCSA) 0.1 $1.1M NEW 19k 57.03
Deere & Company (DE) 0.1 $1.0M 2.9k 352.74
Ye Cl A (YELP) 0.1 $985k -42% 25k 39.95
Goldman Sachs (GS) 0.0 $939k NEW 2.5k 379.39
Nxp Semiconductors N V (NXPI) 0.0 $926k 4.5k 205.78
Select Sector Spdr Tr Energy (XLE) 0.0 $868k NEW 16k 53.88
O-i Glass (OI) 0.0 $865k NEW 53k 16.33
Select Medical Holdings Corporation (SEM) 0.0 $797k NEW 19k 42.24
Service Corporation International (SCI) 0.0 $784k 15k 53.58
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $784k -21% 2.8k 278.01
Ocular Therapeutix (OCUL) 0.0 $776k NEW 55k 14.18
Freeport-mcmoran CL B (FCX) 0.0 $763k -28% 21k 37.11
Vail Resorts (MTN) 0.0 $749k NEW 2.4k 316.57
Arrow Electronics (ARW) 0.0 $730k 6.4k 113.90
Ishares Tr Msci Usa Value (VLUE) 0.0 $717k NEW 6.8k 105.10
Berry Plastics (BERY) 0.0 $711k -79% 11k 65.22
Kroger (KR) 0.0 $651k -71% 17k 38.33
Vale S A Sponsored Ads (VALE) 0.0 $606k NEW 27k 22.80
Greenbrier Companies (GBX) 0.0 $589k 14k 43.58
Kla Corp Com New (KLAC) 0.0 $586k NEW 1.8k 324.47
Kraft Heinz (KHC) 0.0 $548k 13k 40.82
Fortinet (FTNT) 0.0 $527k -90% 2.2k 238.03
Everi Hldgs (EVRI) 0.0 $518k NEW 21k 24.96
Tapestry (TPR) 0.0 $512k NEW 12k 43.50
Dick's Sporting Goods (DKS) 0.0 $431k 4.3k 100.12
Ryder System (R) 0.0 $422k 5.7k 74.37
Exponent (EXPO) 0.0 $348k -61% 3.9k 89.12
Vanguard Star Vg Tl Intl Stk F (VXUS) 0.0 $335k 5.1k 65.72

Past Filings by Kiwi Wealth Investments Limited Partnership

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

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