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 AAPL, MSFT, AMZN, GOOG, VTI, and represent 18.41% of Kiwi Wealth Investments Limited Partnership's stock portfolio.
  • Added to shares of these 10 stocks: VTI (+$26M), FB (+$19M), MS (+$17M), MSFT (+$15M), DHR (+$14M), UNH (+$13M), GOOG (+$13M), ADBE (+$11M), STZ (+$11M), NEE (+$11M).
  • Started 68 new stock positions in DHR, ESI, BA, SE, TFC, MTZ, ANTM, NDAQ, PNFP, KR.
  • Reduced shares in these 10 stocks: MA (-$13M), ZTS (-$9.0M), SPGI (-$8.4M), DPZ (-$8.1M), CAT (-$8.1M), BAX (-$6.7M), UNP (-$6.3M), AMT (-$6.2M), CRM (-$5.6M), MCO (-$5.5M).
  • Sold out of its positions in AYX, ABG, BAX, BWA, BSX, CDW, CMS, CHD, CWEN, CL.
  • Kiwi Wealth Investments Limited Partnership was a net buyer of stock by $152M.
  • Kiwi Wealth Investments Limited Partnership has $1.7B in assets under management (AUM), dropping by 18.79%.

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Portfolio Holdings for Kiwi Wealth Investments Limited Partnership

Companies in the Kiwi Wealth Investments Limited Partnership portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.1 $87M +5% 653k 132.69
Microsoft Corporation (MSFT) 4.5 $77M +23% 347k 222.42
Amazon (AMZN) 3.4 $58M +10% 18k 3256.90
Alphabet Cap Stk Cl C (GOOG) 3.1 $52M +32% 30k 1751.88
Vanguard Index Fds Total Stk Mkt (VTI) 2.3 $39M +191% 200k 194.64
Facebook Cl A (FB) 2.1 $36M +110% 131k 273.16
Ishares Gold Trust Ishares (IAU) 2.0 $35M +6% 1.9M 18.13
Pepsi (PEP) 1.7 $28M -8% 191k 148.30
Alibaba Group Hldg Sponsored Ads (BABA) 1.6 $27M +5% 117k 232.73
Procter & Gamble Company (PG) 1.6 $27M -13% 191k 139.14
Visa Com Cl A (V) 1.5 $26M +3% 118k 218.73
Dollar General (DG) 1.5 $25M +23% 119k 210.30
UnitedHealth (UNH) 1.5 $25M +109% 70k 350.67
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.4 $25M +32% 225k 109.04

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Adobe Systems Incorporated (ADBE) 1.2 $21M +112% 41k 500.11
Coca-Cola Company (KO) 1.2 $21M +101% 375k 54.84
Thermo Fisher Scientific (TMO) 1.2 $20M -8% 42k 465.77
Morgan Stanley Com New (MS) 1.0 $17M NEW 252k 68.53
BlackRock (BLK) 1.0 $16M -19% 23k 721.52
JPMorgan Chase & Co. (JPM) 0.9 $16M -11% 126k 127.07
McDonald's Corporation (MCD) 0.9 $15M -10% 68k 214.57
Home Depot (HD) 0.8 $14M -14% 54k 265.61
Prologis (PLD) 0.8 $14M -15% 142k 99.66
Danaher Corporation (DHR) 0.8 $14M NEW 61k 222.14
Bank of America Corporation (BAC) 0.8 $13M -9% 441k 30.31
Nextera Energy (NEE) 0.8 $13M +381% 172k 77.15
Anaplan (PLAN) 0.8 $13M -13% 181k 71.85
AES Corporation (AES) 0.8 $13M +11% 546k 23.50
Lowe's Companies (LOW) 0.8 $13M +78% 80k 160.51
Republic Services (RSG) 0.7 $13M +42% 131k 96.30
Starbucks Corporation (SBUX) 0.7 $12M -5% 109k 106.98
Fidelity National Information Services (FIS) 0.7 $12M -23% 81k 141.46
Merck & Co (MRK) 0.7 $11M +34% 140k 81.80
Marvell Technology Group Ord (MRVL) 0.6 $11M +171% 229k 47.54
Johnson & Johnson (JNJ) 0.6 $11M +78% 69k 157.38
Iqvia Holdings (IQV) 0.6 $11M +3% 60k 179.17
Eli Lilly & Co. (LLY) 0.6 $11M +74% 63k 168.84
Keysight Technologies (KEYS) 0.6 $11M -28% 81k 132.09
Constellation Brands Cl A (STZ) 0.6 $11M NEW 48k 219.04
Paypal Holdings (PYPL) 0.6 $11M -15% 45k 234.20
Aon Shs Cl A (AON) 0.6 $10M NEW 49k 211.26
American Water Works (AWK) 0.6 $10M 67k 153.47
Crown Castle Intl (CCI) 0.6 $10M -14% 64k 159.19
Abbott Laboratories (ABT) 0.6 $10M -19% 93k 109.49
Lam Research Corporation (LRCX) 0.6 $10M -6% 22k 472.25
Lululemon Athletica (LULU) 0.6 $10M +3% 29k 348.04
Boeing Company (BA) 0.5 $9.3M NEW 44k 214.07
Waste Management (WM) 0.5 $9.3M +78% 79k 117.93
Ross Stores (ROST) 0.5 $9.2M +24% 75k 122.81
PNC Financial Services (PNC) 0.5 $9.2M +28% 62k 148.99
Nike CL B (NKE) 0.5 $9.1M +4% 64k 141.48
Citizens Financial (CFG) 0.5 $8.9M +460% 249k 35.76
Dominion Resources (D) 0.5 $8.8M +17% 117k 75.20
Netflix (NFLX) 0.5 $8.8M +187% 16k 540.73
First Republic Bank/san F (FRC) 0.5 $8.5M -37% 58k 146.92
NVIDIA Corporation (NVDA) 0.5 $8.3M +48% 16k 522.18
Yeti Hldgs (YETI) 0.5 $8.0M -29% 116k 68.47
Te Connectivity Reg Shs (TEL) 0.5 $7.7M +12% 64k 121.06
Trimble Navigation (TRMB) 0.5 $7.7M -8% 116k 66.77
Amphenol Corp Cl A (APH) 0.5 $7.7M -17% 59k 130.77
Caterpillar (CAT) 0.4 $7.6M -51% 42k 182.02
Wal-Mart Stores (WMT) 0.4 $7.4M -35% 51k 144.16
Take-Two Interactive Software (TTWO) 0.4 $7.3M -14% 35k 207.78
Verizon Communications (VZ) 0.4 $7.3M +13% 125k 58.75
Costco Wholesale Corporation (COST) 0.4 $7.3M -17% 19k 376.76
Cadence Design Systems (CDNS) 0.4 $7.2M NEW 53k 136.44
Mastercard Incorporated Cl A (MA) 0.4 $7.1M -63% 20k 356.96
Spectrum Brands Holding (SPB) 0.4 $7.0M +151% 88k 78.98
Generac Holdings (GNRC) 0.4 $6.9M NEW 30k 227.41
Deckers Outdoor Corporation (DECK) 0.4 $6.8M 24k 286.76
Medtronic SHS (MDT) 0.4 $6.6M -12% 56k 117.14
Chipotle Mexican Grill (CMG) 0.4 $6.5M NEW 4.7k 1386.77
Amgen (AMGN) 0.4 $6.5M +72% 28k 229.92
Tesla Motors (TSLA) 0.4 $6.4M 9.1k 705.64
Equinix (EQIX) 0.4 $6.3M -39% 8.8k 714.24
Yum China Holdings (YUMC) 0.4 $6.3M +500% 110k 57.09
Arthur J. Gallagher & Co. (AJG) 0.4 $6.3M NEW 51k 123.71
Domino's Pizza (DPZ) 0.4 $6.3M -56% 16k 383.48
Oracle Corporation (ORCL) 0.4 $6.2M -5% 95k 64.69
NVR (NVR) 0.4 $6.1M NEW 1.5k 4079.95
Intuit (INTU) 0.4 $6.0M +113% 16k 379.87
Linde SHS (LIN) 0.4 $6.0M +822% 23k 263.53
Charter Communications Inc N Cl A (CHTR) 0.3 $5.8M 8.8k 661.50
S&p Global (SPGI) 0.3 $5.6M -60% 17k 328.73
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $5.5M +849% 24k 236.36
Synopsys (SNPS) 0.3 $5.5M NEW 21k 259.22
Martin Marietta Materials (MLM) 0.3 $5.4M -33% 19k 283.98
Digital Realty Trust (DLR) 0.3 $5.4M -27% 39k 139.50
Infosys Sponsored Adr (INFY) 0.3 $5.4M NEW 317k 16.95
IDEXX Laboratories (IDXX) 0.3 $5.3M NEW 11k 499.91
Planet Fitness Cl A (PLNT) 0.3 $5.2M +23% 67k 77.63
Vulcan Materials Company (VMC) 0.3 $5.2M -29% 35k 148.31
TJX Companies (TJX) 0.3 $5.2M +20% 76k 68.30
Booking Holdings (BKNG) 0.3 $5.1M -13% 2.3k 2227.08
salesforce (CRM) 0.3 $5.1M -52% 23k 222.53
Baidu Spon Adr Rep A (BIDU) 0.3 $5.1M 24k 216.24
Applied Materials (AMAT) 0.3 $5.1M NEW 59k 86.29
O'reilly Automotive (ORLY) 0.3 $5.0M -45% 11k 452.59
Truist Financial Corp equities (TFC) 0.3 $5.0M NEW 105k 47.93
Canadian Pacific Railway (CP) 0.3 $5.0M 14k 346.67
Black Knight (BKI) 0.3 $5.0M +59% 56k 88.36
Pulte (PHM) 0.3 $4.9M +134% 113k 43.12
T. Rowe Price (TROW) 0.3 $4.9M 32k 151.39
Fiserv (FISV) 0.3 $4.8M -20% 42k 113.85
Corteva (CTVA) 0.3 $4.8M 124k 38.72
Microchip Technology (MCHP) 0.3 $4.8M NEW 35k 138.12
Paychex (PAYX) 0.3 $4.8M 51k 93.19
Lauder Estee Cos Cl A (EL) 0.3 $4.7M NEW 18k 266.20
Cigna Corp (CI) 0.3 $4.7M +6% 22k 208.16
Ford Motor Company (F) 0.3 $4.4M NEW 503k 8.79
Mettler-Toledo International (MTD) 0.3 $4.4M -10% 3.9k 1139.61
D.R. Horton (DHI) 0.3 $4.4M -6% 64k 68.92
Maxim Integrated Products (MXIM) 0.3 $4.4M 50k 88.65
Dow (DOW) 0.3 $4.3M +2% 77k 55.49
General Electric Company (GE) 0.3 $4.3M -9% 395k 10.80
Archer Daniels Midland Company (ADM) 0.3 $4.3M -8% 84k 50.41
Zoetis Cl A (ZTS) 0.2 $4.2M -68% 26k 165.50
Ss&c Technologies Holding (SSNC) 0.2 $4.2M 58k 72.74
Humana (HUM) 0.2 $4.2M -9% 10k 410.23
Trane Technologies SHS (TT) 0.2 $4.2M +173% 29k 145.14
Kellogg Company (K) 0.2 $4.1M +16% 66k 62.23
Altice Usa Cl A (ATUS) 0.2 $4.1M -14% 107k 37.87
Citrix Systems (CTXS) 0.2 $4.0M +118% 31k 130.11
Cerner Corporation (CERN) 0.2 $4.0M 51k 78.49
Target Corporation (TGT) 0.2 $4.0M 23k 176.52
eBay (EBAY) 0.2 $4.0M +10% 79k 50.26
American Tower Reit (AMT) 0.2 $3.9M -61% 18k 224.46
Public Storage (PSA) 0.2 $3.9M -42% 17k 230.95
Marriott Intl Cl A (MAR) 0.2 $3.9M NEW 30k 131.92
Expeditors International of Washington (EXPD) 0.2 $3.9M 41k 95.12
Hasbro (HAS) 0.2 $3.9M NEW 42k 93.55
Hyatt Hotels Corp Com Cl A (H) 0.2 $3.8M NEW 52k 74.24
MasTec (MTZ) 0.2 $3.8M NEW 56k 68.18
Netease Sponsored Ads (NTES) 0.2 $3.8M +354% 40k 95.78
Masco Corporation (MAS) 0.2 $3.8M +22% 70k 54.94
Yum! Brands (YUM) 0.2 $3.8M NEW 35k 108.57
Wingstop (WING) 0.2 $3.7M +16% 28k 132.55
Roper Industries (ROP) 0.2 $3.7M +3% 8.6k 431.14
DaVita (DVA) 0.2 $3.7M -14% 31k 117.39
Best Buy (BBY) 0.2 $3.6M +32% 37k 99.80
Intel Corporation (INTC) 0.2 $3.6M -21% 73k 49.82
Autodesk (ADSK) 0.2 $3.5M -20% 11k 305.38
Invitation Homes (INVH) 0.2 $3.5M 117k 29.70
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.2 $3.5M +9% 40k 87.18
Tractor Supply Company (TSCO) 0.2 $3.4M 25k 140.56
AmerisourceBergen (ABC) 0.2 $3.4M +152% 35k 97.76
Petiq Cl A (PETQ) 0.2 $3.3M NEW 85k 38.45
Cisco Systems (CSCO) 0.2 $3.2M NEW 72k 44.74
Hp (HPQ) 0.2 $3.1M NEW 128k 24.59
Avantor (AVTR) 0.2 $3.1M +224% 111k 28.15
Henry Schein (HSIC) 0.2 $3.1M 46k 66.86
Dolby Laboratories Com Cl A (DLB) 0.2 $3.1M -12% 32k 97.12
Kroger (KR) 0.2 $3.1M NEW 97k 31.76
Whirlpool Corporation (WHR) 0.2 $3.0M NEW 17k 180.49
Brown Forman Corp CL B (BF.B) 0.2 $3.0M NEW 38k 79.42
Berry Plastics (BERY) 0.2 $3.0M 53k 56.20
Automatic Data Processing (ADP) 0.2 $3.0M -49% 17k 176.21
New Oriental Ed & Technology Spon Adr (EDU) 0.2 $2.9M +7% 16k 185.83
Axalta Coating Sys (AXTA) 0.2 $2.8M 99k 28.55
Norfolk Southern (NSC) 0.2 $2.8M -43% 12k 237.61
Abbvie (ABBV) 0.2 $2.7M -13% 26k 107.14
Icici Bank Adr (IBN) 0.2 $2.7M +7% 183k 14.86
Ashland (ASH) 0.2 $2.7M 34k 79.20
McKesson Corporation (MCK) 0.2 $2.7M +19% 15k 173.90
Ambev Sa Sponsored Adr (ABEV) 0.2 $2.7M NEW 869k 3.06
Agilent Technologies Inc C ommon (A) 0.2 $2.6M -40% 22k 118.50
Quanta Services (PWR) 0.2 $2.6M -35% 36k 72.02
National Vision Hldgs (EYE) 0.1 $2.5M -52% 55k 45.29
Verint Systems (VRNT) 0.1 $2.5M NEW 37k 67.18
Anthem (ANTM) 0.1 $2.4M NEW 7.6k 321.08
Nortonlifelock (NLOK) 0.1 $2.4M -20% 113k 20.78
Halliburton Company (HAL) 0.1 $2.3M -16% 120k 18.90
Oge Energy Corp (OGE) 0.1 $2.3M 71k 31.86
KAR Auction Services (KAR) 0.1 $2.2M NEW 119k 18.61
Service Corporation International (SCI) 0.1 $2.2M 45k 49.11
EOG Resources (EOG) 0.1 $2.1M NEW 42k 49.87
Louisiana-Pacific Corporation (LPX) 0.1 $2.1M 57k 37.17
Etsy (ETSY) 0.1 $2.1M NEW 12k 177.95
First Industrial Realty Trust (FR) 0.1 $2.1M 49k 42.12
Cardinal Health (CAH) 0.1 $2.1M 38k 53.55
Kansas City Southern Com New (KSU) 0.1 $2.0M NEW 10k 204.13
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $2.0M -37% 5.6k 353.87
Nasdaq Omx (NDAQ) 0.1 $2.0M NEW 15k 132.75
Equifax (EFX) 0.1 $2.0M NEW 10k 192.88
Voya Financial (VOYA) 0.1 $1.9M -36% 33k 58.81
Ishares Tr Msci China Etf (MCHI) 0.1 $1.9M 23k 80.97
Fortinet (FTNT) 0.1 $1.8M -9% 12k 148.52
Nielsen Hldgs Shs Eur (NLSN) 0.1 $1.8M NEW 85k 20.87
Hawaiian Electric Industries (HE) 0.1 $1.8M -23% 50k 35.39
Ralph Lauren Corp Cl A (RL) 0.1 $1.8M NEW 17k 103.73
Pennymac Financial Services (PFSI) 0.1 $1.6M NEW 25k 65.61
PerkinElmer (PKI) 0.1 $1.6M -40% 11k 143.51
New York Times Cl A (NYT) 0.1 $1.5M -26% 29k 51.77
Evertec (EVTC) 0.1 $1.5M +109% 38k 39.33
Lennar Corp Cl A (LEN) 0.1 $1.5M -31% 20k 76.22
Chewy Cl A (CHWY) 0.1 $1.4M NEW 16k 89.90
Boston Properties (BXP) 0.1 $1.4M 15k 94.51
Ye Cl A (YELP) 0.1 $1.4M NEW 43k 32.66
Sherwin-Williams Company (SHW) 0.1 $1.3M NEW 1.8k 734.73
TransDigm Group Incorporated (TDG) 0.1 $1.3M NEW 2.1k 618.87
Macy's (M) 0.1 $1.3M +23% 117k 11.25
MarketAxess Holdings (MKTX) 0.1 $1.3M NEW 2.3k 570.49
Assurant (AIZ) 0.1 $1.3M 9.5k 136.20
Zebra Technologies Corporati Cl A (ZBRA) 0.1 $1.3M +18% 3.3k 384.19
Ida (IDA) 0.1 $1.3M NEW 13k 96.06
Hca Holdings (HCA) 0.1 $1.2M NEW 7.5k 164.48
Wright Express (WEX) 0.1 $1.2M NEW 5.8k 203.59
Solaredge Technologies (SEDG) 0.1 $1.2M 3.7k 319.25
Silgan Holdings (SLGN) 0.1 $1.2M -42% 32k 37.07
Crowdstrike Hldgs Cl A (CRWD) 0.1 $1.2M NEW 5.6k 211.89
Schlumberger (SLB) 0.1 $1.2M -52% 53k 21.82
Ark Etf Tr Genomic Rev Etf (ARKG) 0.1 $1.2M NEW 12k 93.24
Teradyne (TER) 0.1 $1.1M 9.1k 119.93
Workday Cl A (WDAY) 0.1 $1.1M NEW 4.5k 239.64
Corning Incorporated (GLW) 0.1 $1.0M NEW 29k 36.01
Topbuild (BLD) 0.1 $1.0M 5.7k 184.12
Equity Residential Sh Ben Int (EQR) 0.1 $1.0M -33% 17k 59.26
Bank Ozk (OZK) 0.1 $982k NEW 31k 31.28
Post Holdings Inc Common (POST) 0.1 $972k -33% 9.6k 100.97
TreeHouse Foods (THS) 0.1 $969k -49% 23k 42.47
Paycom Software (PAYC) 0.1 $961k -78% 2.1k 452.45
Redfin Corp (RDFN) 0.1 $932k NEW 14k 68.63
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.1 $920k NEW 12k 76.30
Universal Display Corporation (OLED) 0.1 $908k 4.0k 229.70
Exponent (EXPO) 0.1 $907k NEW 10k 90.07
Dick's Sporting Goods (DKS) 0.1 $884k -48% 16k 56.22
Ark Etf Tr Fintech Innova (ARKF) 0.0 $816k NEW 16k 49.70
First Solar (FSLR) 0.0 $806k NEW 8.2k 98.86
Flowserve Corporation (FLS) 0.0 $790k -72% 21k 36.84
Walt Disney Company (DIS) 0.0 $758k NEW 4.2k 181.08
Omni (OMC) 0.0 $756k -31% 12k 62.37
Clean Harbors (CLH) 0.0 $754k NEW 9.9k 76.07
Nmi Hldgs Inc cl a (NMIH) 0.0 $733k NEW 32k 22.65
Tata Mtrs Sponsored Adr (TTM) 0.0 $727k NEW 58k 12.60
Sea Sponsord Ads (SE) 0.0 $719k NEW 3.6k 198.95
Harley-Davidson (HOG) 0.0 $718k 20k 36.68
Carter's (CRI) 0.0 $706k -67% 7.5k 94.08
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $628k 10k 60.16
Arrow Electronics (ARW) 0.0 $624k -31% 6.4k 97.36
Xpeng Ads (XPEV) 0.0 $623k 15k 42.83
Fastly Cl A (FSLY) 0.0 $622k NEW 7.1k 87.42
General Mills (GIS) 0.0 $604k -44% 10k 58.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $587k 2.5k 231.74
Lamb Weston Hldgs (LW) 0.0 $533k -34% 6.8k 78.73
Pinnacle Financial Partners (PNFP) 0.0 $482k NEW 7.5k 64.45
Ryder System (R) 0.0 $350k NEW 5.7k 61.68
United Therapeutics Corporation (UTHR) 0.0 $295k -89% 1.9k 151.91
Element Solutions (ESI) 0.0 $241k NEW 14k 17.69

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