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 MSFT, AAPL, VTI, GOOG, FB, and represent 21.92% of Kiwi Wealth Investments Limited Partnership's stock portfolio.
  • Added to shares of these 10 stocks: VTI (+$32M), ACN (+$16M), COST (+$16M), JNJ (+$16M), HCA (+$15M), FB (+$15M), MSFT (+$14M), SYK (+$13M), HOLX (+$11M), TDY (+$10M).
  • Started 47 new stock positions in KBWB, DE, KHC, TDY, ETN, SONO, SPY, NXPI, QRVO, BSX.
  • Reduced shares in these 10 stocks: KO (-$21M), DG (-$19M), IAU (-$18M), , AWK (-$10M), CCI (-$10M), MS (-$9.5M), BA (-$9.3M), , PNC (-$9.2M).
  • Sold out of its positions in ARKQ, ARKG, ARKF, AMT, AWK, ANTM, AIZ, ADSK, BKI, BA.
  • Kiwi Wealth Investments Limited Partnership was a net seller of stock by $-30M.
  • Kiwi Wealth Investments Limited Partnership has $1.7B in assets under management (AUM), dropping by 1.80%.
  • Central Index Key (CIK): 0001555829

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Portfolio Holdings for Kiwi Wealth Investments Limited Partnership

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 5.5 $96M +16% 405k 235.77
Apple (AAPL) 5.1 $88M +9% 717k 122.15
Vanguard Index Fds Total Stk Mkt (VTI) 4.2 $73M +76% 352k 206.69
Alphabet Cap Stk Cl C (GOOG) 4.0 $70M +13% 34k 2068.63
Facebook Cl A (FB) 3.1 $54M +38% 182k 294.53
Amazon (AMZN) 3.0 $53M -4% 17k 3094.06
UnitedHealth (UNH) 1.8 $31M +19% 84k 372.07
Procter & Gamble Company (PG) 1.8 $31M +19% 229k 135.43
Johnson & Johnson (JNJ) 1.6 $27M +139% 166k 164.35
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.6 $27M 228k 118.28
Visa Com Cl A (V) 1.5 $26M +4% 124k 211.73
Adobe Systems Incorporated (ADBE) 1.4 $25M +26% 52k 475.37
Alibaba Group Hldg Sponsored Ads (BABA) 1.4 $23M -12% 103k 226.73
Costco Wholesale Corporation (COST) 1.3 $23M +238% 65k 352.47

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McDonald's Corporation (MCD) 1.2 $20M +31% 90k 224.14
Pepsi (PEP) 1.1 $19M -28% 137k 141.45
Starbucks Corporation (SBUX) 1.1 $19M +59% 173k 109.27
Prologis (PLD) 1.1 $18M +21% 172k 106.00
Danaher Corporation (DHR) 1.0 $18M +27% 78k 225.08
JPMorgan Chase & Co. (JPM) 1.0 $17M -10% 113k 152.23
Thermo Fisher Scientific (TMO) 1.0 $17M -10% 38k 456.38
Hca Holdings (HCA) 1.0 $16M +1067% 87k 188.34
Accenture Plc Ireland Shs Class A (ACN) 0.9 $16M NEW 60k 276.24
Eli Lilly & Co. (LLY) 0.9 $16M +37% 87k 186.82
S&p Global (SPGI) 0.9 $16M +170% 46k 352.86
Bank of America Corporation (BAC) 0.9 $16M -6% 414k 38.69
First Republic Bank/san F (FRC) 0.9 $16M +60% 93k 166.75
Iqvia Holdings (IQV) 0.9 $15M +33% 79k 193.14
Nike CL B (NKE) 0.9 $15M +77% 114k 132.89
Fiserv (FISV) 0.9 $15M +196% 126k 119.04
Target Corporation (TGT) 0.9 $15M +230% 75k 198.08
Lam Research Corporation (LRCX) 0.8 $14M +11% 24k 595.23
Tractor Supply Company (TSCO) 0.8 $13M +207% 75k 177.08
Canadian Pacific Railway (CP) 0.8 $13M +143% 35k 379.29
Caterpillar (CAT) 0.8 $13M +34% 56k 231.87
Ishares Gold Tr Ishares (IAU) 0.7 $13M -58% 797k 16.26
Stryker Corporation (SYK) 0.7 $13M NEW 52k 243.57
Keysight Technologies (KEYS) 0.7 $13M +9% 89k 143.40
Mastercard Incorporated Cl A (MA) 0.7 $12M +71% 34k 356.05
Lowe's Companies (LOW) 0.7 $12M -21% 63k 190.19
AES Corporation (AES) 0.7 $11M -22% 423k 26.81
Hologic (HOLX) 0.6 $11M NEW 149k 74.38
BlackRock (BLK) 0.6 $11M -36% 14k 753.95
Trimble Navigation (TRMB) 0.6 $11M +16% 135k 77.79
Teledyne Technologies Incorporated (TDY) 0.6 $10M NEW 25k 413.66
Boston Scientific Corporation (BSX) 0.6 $10M NEW 263k 38.65
Te Connectivity Reg Shs (TEL) 0.6 $10M +22% 78k 129.11
TJX Companies (TJX) 0.6 $10M +101% 153k 66.15
Morgan Stanley Com New (MS) 0.6 $10M -48% 130k 77.66
Amphenol Corp Cl A (APH) 0.6 $10M +157% 151k 65.97
Humana (HUM) 0.6 $10M +132% 24k 419.24
Abbott Laboratories (ABT) 0.6 $9.9M -11% 83k 119.84
Synopsys (SNPS) 0.5 $9.4M +79% 38k 247.79
Kansas City Southern Com New (KSU) 0.5 $9.2M +248% 35k 263.93
Home Depot (HD) 0.5 $9.0M -44% 30k 305.25
Paypal Holdings (PYPL) 0.5 $9.0M -17% 37k 242.84
Yeti Hldgs (YETI) 0.5 $8.9M +6% 123k 72.21
Aon Shs Cl A (AON) 0.5 $8.9M -21% 39k 230.10
NVR (NVR) 0.5 $8.2M +15% 1.7k 4711.09
Marvell Technology Group Ord (MRVL) 0.5 $7.9M -29% 161k 48.98
Nextera Energy (NEE) 0.4 $7.7M -40% 102k 75.61
Dex (DXCM) 0.4 $7.6M NEW 21k 359.40
Eaton Corp SHS (ETN) 0.4 $7.5M NEW 54k 138.28
Gra (GGG) 0.4 $7.5M NEW 105k 71.62
Lululemon Athletica (LULU) 0.4 $7.4M -15% 24k 306.71
Deckers Outdoor Corporation (DECK) 0.4 $7.3M -5% 22k 330.41
Constellation Brands Cl A (STZ) 0.4 $7.3M -33% 32k 228.01
Amgen (AMGN) 0.4 $6.8M -3% 27k 248.82
Tesla Motors (TSLA) 0.4 $6.7M +11% 10k 667.96
Intel Corporation (INTC) 0.4 $6.5M +38% 101k 64.00
Servicenow (NOW) 0.4 $6.4M NEW 13k 500.08
Zoetis Cl A (ZTS) 0.4 $6.3M +57% 40k 157.47
D.R. Horton (DHI) 0.4 $6.3M +11% 71k 89.12
Pulte (PHM) 0.4 $6.3M +6% 120k 52.44
Medtronic SHS (MDT) 0.4 $6.3M -5% 53k 118.13
Chipotle Mexican Grill (CMG) 0.4 $6.2M -7% 4.4k 1420.86
Republic Services (RSG) 0.4 $6.2M -52% 62k 99.34
Intuit (INTU) 0.4 $6.1M 16k 383.08
Activision Blizzard (ATVI) 0.3 $5.9M NEW 64k 93.00
Automatic Data Processing (ADP) 0.3 $5.8M +83% 31k 188.48
Infosys Sponsored Adr (INFY) 0.3 $5.8M 311k 18.72
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $5.7M +12% 26k 214.88
Sherwin-Williams Company (SHW) 0.3 $5.5M +310% 7.5k 738.05
Agilent Technologies Inc C ommon (A) 0.3 $5.5M +95% 43k 127.13
IDEXX Laboratories (IDXX) 0.3 $5.4M +3% 11k 489.28
Fidelity National Information Services (FIS) 0.3 $5.3M -53% 38k 140.60
Dollar General (DG) 0.3 $5.3M -78% 26k 202.60
Hp (HPQ) 0.3 $5.3M +30% 166k 31.75
eBay (EBAY) 0.3 $5.2M +7% 86k 61.24
Cadence Design Systems (CDNS) 0.3 $5.2M -27% 38k 136.99
Generac Holdings (GNRC) 0.3 $5.2M -47% 16k 327.45
T. Rowe Price (TROW) 0.3 $5.2M -6% 30k 171.60
Corteva (CTVA) 0.3 $5.1M -11% 110k 46.62
Archer Daniels Midland Company (ADM) 0.3 $5.1M +5% 89k 57.01
Texas Instruments Incorporated (TXN) 0.3 $5.1M NEW 27k 188.99
Arthur J. Gallagher & Co. (AJG) 0.3 $5.0M -20% 40k 124.77
Vulcan Materials Company (VMC) 0.3 $5.0M -15% 30k 168.74
Martin Marietta Materials (MLM) 0.3 $5.0M -23% 15k 335.80
Ross Stores (ROST) 0.3 $4.9M -45% 41k 119.90
Lauder Estee Cos Cl A (EL) 0.3 $4.9M -3% 17k 290.84
Dow (DOW) 0.3 $4.9M 77k 63.94
Mettler-Toledo International (MTD) 0.3 $4.8M +7% 4.2k 1155.77
Trane Technologies SHS (TT) 0.3 $4.7M 29k 165.55
Cigna Corp (CI) 0.3 $4.6M -14% 19k 241.72
Applied Materials (AMAT) 0.3 $4.6M -41% 35k 133.61
AmerisourceBergen (ABC) 0.3 $4.6M +10% 39k 118.08
Best Buy (BBY) 0.3 $4.5M +8% 40k 114.81
General Mills (GIS) 0.3 $4.4M +604% 72k 61.32
Fortinet (FTNT) 0.3 $4.4M +92% 24k 184.44
Expeditors International of Washington (EXPD) 0.3 $4.4M 41k 107.70
Charter Communications Inc N Cl A (CHTR) 0.2 $4.3M -20% 7.0k 616.99
Take-Two Interactive Software (TTWO) 0.2 $4.3M -31% 24k 176.68
PerkinElmer (PKI) 0.2 $4.2M +193% 33k 128.29
Kellogg Company (K) 0.2 $4.2M 66k 63.30
Icici Bank Adr (IBN) 0.2 $4.2M +41% 259k 16.03
Smucker J M Com New (SJM) 0.2 $4.1M NEW 33k 126.53
salesforce (CRM) 0.2 $4.0M -18% 19k 211.89
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.2 $3.8M +20% 48k 80.53
Waste Connections (WCN) 0.2 $3.8M NEW 36k 107.97
Moody's Corporation (MCO) 0.2 $3.7M NEW 13k 298.62
Ford Motor Company (F) 0.2 $3.7M -40% 299k 12.25
Parker-Hannifin Corporation (PH) 0.2 $3.4M NEW 11k 315.40
DaVita (DVA) 0.2 $3.4M 31k 107.79
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.2 $3.3M NEW 663k 4.96
Berry Plastics (BERY) 0.2 $3.2M 53k 61.40
Altice Usa Cl A (ATUS) 0.2 $3.2M -8% 99k 32.53
Louisiana-Pacific Corporation (LPX) 0.2 $3.2M 58k 55.45
L3harris Technologies (LHX) 0.2 $3.2M NEW 16k 202.69
EOG Resources (EOG) 0.2 $3.2M +3% 44k 72.53
Ecolab (ECL) 0.2 $3.2M NEW 15k 214.05
Dolby Laboratories Com Cl A (DLB) 0.2 $3.1M 32k 98.72
Nielsen Hldgs Shs Eur (NLSN) 0.2 $3.1M +45% 123k 25.15
Pinnacle Financial Partners (PNFP) 0.2 $3.0M +355% 34k 88.66
McKesson Corporation (MCK) 0.2 $3.0M 15k 195.04
New York Times Cl A (NYT) 0.2 $3.0M +100% 59k 50.62
Axalta Coating Sys (AXTA) 0.2 $2.9M 99k 29.58
Brown Forman Corp CL B (BF.B) 0.2 $2.8M +7% 41k 68.97
Nexstar Media Group Cl A (NXST) 0.2 $2.8M NEW 20k 140.45
Abbvie (ABBV) 0.2 $2.8M 26k 108.20
Spectrum Brands Holding (SPB) 0.2 $2.7M -63% 32k 85.01
Ashland (ASH) 0.2 $2.7M -9% 31k 88.77
Clean Harbors (CLH) 0.2 $2.7M +224% 32k 84.07
Ambev Sa Sponsored Adr (ABEV) 0.2 $2.7M +11% 970k 2.74
Ambarella SHS (AMBA) 0.1 $2.6M NEW 26k 100.39
Becton, Dickinson and (BDX) 0.1 $2.5M NEW 10k 243.19
Baidu Spon Adr Rep A (BIDU) 0.1 $2.5M -52% 11k 217.51
Pennymac Financial Services (PFSI) 0.1 $2.4M +43% 36k 66.87
Cardinal Health (CAH) 0.1 $2.3M 38k 60.76
Flowers Foods (FLO) 0.1 $2.3M NEW 97k 23.80
Avantor (AVTR) 0.1 $2.3M -28% 79k 28.94
Anaplan (PLAN) 0.1 $2.3M -76% 43k 53.86
Baker Hughes Company Cl A (BKR) 0.1 $2.3M NEW 104k 21.61
Nasdaq Omx (NDAQ) 0.1 $2.2M 15k 147.46
Kroger (KR) 0.1 $2.2M -37% 60k 35.99
Williams-Sonoma (WSM) 0.1 $2.0M NEW 11k 179.19
Walt Disney Company (DIS) 0.1 $2.0M +153% 11k 184.55
Citrix Systems (CTXS) 0.1 $2.0M -55% 14k 140.39
Tata Mtrs Sponsord Adr (TTM) 0.1 $1.9M +58% 92k 20.79
Zebra Technologies Corporati Cl A (ZBRA) 0.1 $1.9M +17% 3.8k 485.27
NVIDIA Corporation (NVDA) 0.1 $1.8M -78% 3.5k 533.80
Verizon Communications (VZ) 0.1 $1.8M -74% 31k 58.15
Ye Cl A (YELP) 0.1 $1.7M 43k 39.01
Schlumberger (SLB) 0.1 $1.7M +14% 61k 27.19
Paychex (PAYX) 0.1 $1.6M -67% 17k 98.05
Walker & Dunlop (WD) 0.1 $1.6M NEW 15k 102.72
Teradyne (TER) 0.1 $1.5M +38% 13k 121.71
Nmi Hldgs Inc cl a (NMIH) 0.1 $1.5M +92% 63k 23.65
Linde SHS (LIN) 0.1 $1.5M -76% 5.3k 280.10
Evertec (EVTC) 0.1 $1.4M 38k 37.23
Visteon Corp Com New (VC) 0.1 $1.4M NEW 12k 121.98
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.4M NEW 3.5k 396.38
Hawaiian Electric Industries (HE) 0.1 $1.4M -38% 31k 44.43
Sonos (SONO) 0.1 $1.4M NEW 36k 37.47
Ida (IDA) 0.1 $1.3M 13k 99.95
Dollar Tree (DLTR) 0.1 $1.3M NEW 11k 114.49
Bank Ozk (OZK) 0.1 $1.3M 31k 40.84
Embraer Sponsord Ads (ERJ) 0.1 $1.3M NEW 126k 10.01
Invitation Homes (INVH) 0.1 $1.2M -67% 38k 31.98
Williams Companies (WMB) 0.1 $1.2M NEW 51k 23.70
Topbuild (BLD) 0.1 $1.2M 5.7k 209.41
Ralph Lauren Corp Cl A (RL) 0.1 $1.2M -43% 9.6k 123.17
Cbre Group Cl A (CBRE) 0.1 $1.2M NEW 15k 79.12
Halliburton Company (HAL) 0.1 $1.1M -55% 53k 21.46
Deere & Company (DE) 0.1 $1.1M NEW 2.9k 374.22
Exponent (EXPO) 0.1 $981k 10k 97.42
Freeport-mcmoran CL B (FCX) 0.1 $948k NEW 29k 32.93
Qorvo (QRVO) 0.1 $941k NEW 5.1k 182.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $912k +40% 3.6k 255.39
Nxp Semiconductors N V (NXPI) 0.1 $906k NEW 4.5k 201.33
KAR Auction Services (KAR) 0.1 $875k -50% 58k 15.00
Lennar Corp Cl A (LEN) 0.0 $843k -57% 8.3k 101.27
Flowserve Corporation (FLS) 0.0 $832k 21k 38.80
Atkore Intl (ATKR) 0.0 $816k NEW 11k 71.89
First Industrial Realty Trust (FR) 0.0 $772k -65% 17k 45.79
Service Corporation International (SCI) 0.0 $747k -67% 15k 51.06
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.0 $741k NEW 12k 61.86
Spdr Ser Tr S&p Bk Etf (KBE) 0.0 $730k NEW 14k 51.91
Spdr Ser Tr S&p Regl Bkg (KRE) 0.0 $726k NEW 11k 66.38
V.F. Corporation (VFC) 0.0 $717k NEW 9.0k 79.91
Arrow Electronics (ARW) 0.0 $710k 6.4k 110.78
Bandwidth Com Cl A (BAND) 0.0 $699k NEW 5.5k 126.65
Ensign (ENSG) 0.0 $643k NEW 6.9k 93.85
Greenbrier Companies (GBX) 0.0 $638k NEW 14k 47.20
Toro Company (TTC) 0.0 $542k NEW 5.3k 103.08
Kraft Heinz (KHC) 0.0 $537k NEW 13k 40.00
Lions Gate Entmnt Corp Cl B Non Vtg (LGF.A) 0.0 $525k NEW 35k 14.96
Yum! Brands (YUM) 0.0 $488k -87% 4.5k 108.25
Verint Systems (VRNT) 0.0 $442k -73% 9.7k 45.52
Ryder System (R) 0.0 $429k 5.7k 75.61
Xpeng Ads (XPEV) 0.0 $427k -19% 12k 36.50
Solaredge Technologies (SEDG) 0.0 $400k -62% 1.4k 287.36
Crowdstrike Hldgs Cl A (CRWD) 0.0 $361k -64% 2.0k 182.51
Macy's (M) 0.0 $333k -82% 21k 16.21
Dick's Sporting Goods (DKS) 0.0 $328k -72% 4.3k 76.19
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $320k -51% 5.1k 62.78
Voya Financial (VOYA) 0.0 $312k -85% 4.9k 63.63

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