KW

Kiwi Wealth Investments Limited Partnership

13F
Kiwi Wealth Investments Limited Partnership
Last update 2024-02-16 4 Stocks (0 new)
Value $126.00 Mil Turnover 0 %
Countries:
Top Holdings: TFLO(41.91%)TIP(28.68%)IAU(16.69%)NEAR(12.72%)
Summary Stock Picks Current Portfolio
Kiwi Wealth Investments Limite... Top Holdings of 2023-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TFLO 		iShares Treasury Floating Rate Bond ETF
1,047,955
52,890.3
0%
41.910
0%
0.880
+1.02%
+1.30%
7,093.4
 
TIP 		iShares TIPS Bond ETF
336,724
36,194.5
0%
28.680
0%
0.160
+2.47%
+3.14%
14,194.8
 
IAU 		iShares Gold Trust
539,660
21,062.9
0%
16.690
0%
0.070
+19.51%
+25.47%
45,530.4
 
NEAR 		BlackRock Short Duration Bond ETF
317,615
16,045.9
0%
12.720
0%
0.420
+0.16%
+0.36%
3,218.3
 
VTI 		Vanguard Total Stock Market ETF
0
0
Sold Out
0.000
-0.04%
0.000
-12.82%
-9.10%
470,615.8
 
AAPL 		Apple Inc
0
0
Sold Out
0.000
-0.08%
0.000
-8.42%
-18.21%
3,073,516.1
Hardware
AMZN 		Amazon.com Inc
0
0
Sold Out
0.000
-7.12%
0.000
-23.29%
-17.68%
1,916,592.9
Retail - Cyclical
CMCSA 		Comcast Corp
0
0
Sold Out
0.000
-1.09%
0.000
-7.17%
-6.54%
130,331.8
Telecommunication Services
DLTR 		Dollar Tree Inc
0
0
Sold Out
0.000
-2.58%
0.000
+17.28%
+11.33%
17,944.4
Retail - Defensive
META 		Meta Platforms Inc
0
0
Sold Out
0.000
-6.00%
0.000
-18.18%
-11.06%
1,313,395.4
Interactive Media

Kiwi Wealth Investments Limited Partnership's Historical Top Holdings Breakdowns

Kiwi Wealth Investments Limited Partnership's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AMZN 		Amazon.com Inc2023-12-31Sold Out
-7.12%
●
119.57 ($140.18) 154.07
$180.60
28.83%
Sold Out
0
-513,692
GOOGL 		Alphabet Inc2023-12-31Sold Out
-6.94%
●
122.17 ($134.36) 141.52
$155.35
15.62%
Sold Out
0
-486,616
META 		Meta Platforms Inc2023-12-31Sold Out
-6.00%
●
288.35 ($325.65) 358.32
$520.27
59.76%
Sold Out
0
-183,389
ICLR 		Icon PLC2023-12-31Sold Out
-6.00%
●
222.83 ($258.75) 285.76
$143.12
-44.69%
Sold Out
0
-223,753
IT 		Gartner Inc2023-12-31Sold Out
-5.24%
●
325.76 ($399.48) 466.05
$406.49
1.75%
Sold Out
0
-139,849
MSFT 		Microsoft Corp2023-12-31Sold Out
-5.19%
●
313.39 ($355.93) 382.7
$374.39
5.19%
Sold Out
0
-150,934
EW 		Edwards Lifesciences Corp2023-12-31Sold Out
-4.70%
●
61.71 ($69.58) 77.76
$70.46
1.26%
Sold Out
0
-622,715
CRM 		Salesforce Inc2023-12-31Sold Out
-4.66%
●
196.25 ($226.32) 267.25
$250.48
10.68%
Sold Out
0
-210,805
BSX 		Boston Scientific Corp2023-12-31Sold Out
-4.48%
●
48.64 ($53.38) 57.81
$98.92
85.31%
Sold Out
0
-779,501
MA 		Mastercard Inc2023-12-31Sold Out
-4.31%
●
364.08 ($401.73) 426.51
$530.01
31.93%
Sold Out
0
-99,961

Kiwi Wealth Investments Limited Partnership Total Holding History ($B)

To

Kiwi Wealth Investments Limited Partnership's Asset Allocation

To

Kiwi Wealth Investments Limited Partnership Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Kiwi Wealth Investments Limited Partnership's Hypothetical Growth since 2023-12-31

Kiwi Wealth Investments Limited Partnership's Yearly Returns

Year Portfolio % % Excess Gain %

Kiwi Wealth Investments Limited Partnership's Holdings Heat Map

Size field:

Kiwi Wealth Investments Limited Partnership's Holdings Bubble Chart

Kiwi Wealth Investments Limited Partnership News

  • 1

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