Kiwi Wealth Investments Limited Partnership 13F Filing History & Holdings

CIK: 0001555829

Concentrated strategyQuality / disciplined sizingLong-term holder

Total reported value

$126.2M

Reporting period: 2023-12-31 · Number of holdings: 4

Kiwi Wealth Investments Limited Partnership disclosed 4 holdings in its latest 13F filing for the period ending 2023-12-31, with total reported value of $126.2M and a quarterly turnover rate of 0.0%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "K"

Personality snowflake

Concentration: 100
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 8
Sizing Uniformity: 94.74

Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	TFLO	Ishares Treasury Floating Ra	ETF-Gov Bonds	41.91%	—	—
2	TIP	Ishares Tips Bond ETF	ETF-Other	28.68%	—	—
3	IAU	Ishares Gold Trust	ETF-Commodities	16.69%	—	—
4	NEAR	Ishares Sh Dba ETF Usd INC	ETF-Other	12.72%	—	—

Portfolio Performance

Performance for Q3 2026

-3.8%

Performance Last 4 Quarters

+8%

Stdev: +9%
Beta: +0.33
Alpha: +6.6%
Max Drawdown: -7.7%
Annualized Perf: +12.9%
Batting Avg vs S&P: +50%
Sortino: +2.94
Stutzer: +0.42
Treynor: +0.38
Sterling: +0.86
Calmar: +1.67
Information Ratio: -0.5
Tracking Error: +11.8%
Stdev Down: +4.3%
Winning Months %: +72.2%
Losing Months %: +27.8%
Best 12 Months: +35.3%
Worst 12 Months: +8%
Efficiency Ratio: +0.61
Sharpe: +1.41
Stdev Sectors: —
Skewness: +0.43
Kurtosis: +1.23
Upside Potential: +4.27

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2023-12-31	4	$126.2M	0	1TFLO 2TIP 3IAU Top holdings2023-12-31 1.TFLO 2.TIP 3.IAU 4.NEAR
2023-09-30	41	$917.7M	0	1AMZN 2GOOGL 3ICLR Top holdings2023-09-30 1.AMZN 2.GOOGL 3.ICLR 4.META 5.TFLO 6.IT 7.MSFT 8.EW 9.CRM 10.BSX
2023-06-30	186	$1.6B	0	1MSFT 2AAPL 3TFLO Top holdings2023-06-30 1.MSFT 2.AAPL 3.TFLO 4.GOOG 5.AMZN 6.HD 7.UNH 8.AVGO 9.TIP 10.META
2023-03-31	171	$1.5B	0	1MSFT 2AAPL 3TFLO Top holdings2023-03-31 1.MSFT 2.AAPL 3.TFLO 4.GOOG 5.AMZN 6.HD 7.UNH 8.TMO 9.V 10.PG
2022-12-31	206	$1.5B	0	1MSFT 2AAPL 3GOOG Top holdings2022-12-31 1.MSFT 2.AAPL 3.GOOG 4.NEAR 5.UNH 6.HD 7.FLOT 8.DHR 9.AMZN 10.PG
2022-09-30	194	$1.4B	0	1AAPL 2MSFT 3GOOG Top holdings2022-09-30 1.AAPL 2.MSFT 3.GOOG 4.AMZN 5.UNH 6.TMO 7.DHR 8.MA 9.COST 10.V
2022-06-30	194	$1.4B	0	1AAPL 2MSFT 3GOOG Top holdings2022-06-30 1.AAPL 2.MSFT 3.GOOG 4.AMZN 5.UNH 6.TMO 7.DHR 8.MA 9.COST 10.V
2022-03-31	207	$1.9B	0	1AAPL 2MSFT 3GOOG Top holdings2022-03-31 1.AAPL 2.MSFT 3.GOOG 4.AMZN 5.UNH 6.META 7.V 8.TSLA 9.BAC 10.IVV
2021-12-31	238	$2.1B	0	1MSFT 2AAPL 3VTI Top holdings2021-12-31 1.MSFT 2.AAPL 3.VTI 4.GOOG 5.AMZN 6.META 7.UNH 8.V 9.BAC 10.IVV
2021-09-30	233	$2.0B	0	1VTI 2AAPL 3MSFT Top holdings2021-09-30 1.VTI 2.AAPL 3.MSFT 4.GOOG 5.AMZN 6.META 7.BLKCHF 8.V 9.UNH 10.COST
2021-06-30	228	$1.9B	51	1VTI 2MSFT 3GOOG Top holdings2021-06-30 1.VTI 2.MSFT 3.GOOG 4.AAPL 5.AMZN 6.META 7.UNH 8.V 9.BLKCHF 10.COST
2021-03-31	216	$1.7B	59	1MSFT 2AAPL 3VTI Top holdings2021-03-31 1.MSFT 2.AAPL 3.VTI 4.GOOG 5.META 6.AMZN 7.UNH 8.PG 9.JNJ 10.TSM
2020-12-31	248	$1.7B	53	1AAPL 2MSFT 3AMZN Top holdings2020-12-31 1.AAPL 2.MSFT 3.AMZN 4.GOOG 5.VTI 6.META 7.IAUUSD 8.PEP 9.BABA 10.PG
2020-09-30	233	$1.4B	52	1AAPL 2MSFT 3AMZN Top holdings2020-09-30 1.AAPL 2.MSFT 3.AMZN 4.GOOG 5.BABA 6.IAUUSD 7.PG 8.PEP 9.V 10.TMO
2020-06-30	203	$1.2B	56	1MSFT 2AAPL 3GOOG Top holdings2020-06-30 1.MSFT 2.AAPL 3.GOOG 4.AMZN 5.IAUUSD 6.PG 7.PEP 8.META 9.MCD 10.HD
2020-03-31	164	$994.8M	70	1AAPL 2MSFT 3AMZN Top holdings2020-03-31 1.AAPL 2.MSFT 3.AMZN 4.GOOG 5.IAUUSD 6.META 7.PG 8.PEP 9.HD 10.PLD
2019-12-31	177	$1.4B	50	1VTI 2GOOG 3MSFT Top holdings2019-12-31 1.VTI 2.GOOG 3.MSFT 4.AAPL 5.AMZN 6.JPM 7.META 8.BAC 9.PLD 10.PG
2019-09-30	183	$1.2B	56	1GOOG 2VTI 3MSFT Top holdings2019-09-30 1.GOOG 2.VTI 3.MSFT 4.AAPL 5.META 6.AMZN 7.PLD 8.BAC 9.JPM 10.PG
2019-06-30	172	$1.1B	59	1VTI 2MSFT 3GOOG Top holdings2019-06-30 1.VTI 2.MSFT 3.GOOG 4.AMZN 5.AAPL 6.META 7.CSCO 8.PG 9.V 10.DIS
2019-03-31	168	$1.1B	49	1MSFT 2VTI 3AAPL Top holdings2019-03-31 1.MSFT 2.VTI 3.AAPL 4.GOOG 5.AMZN 6.V 7.KO 8.MRK 9.PLD 10.CSCO
2018-12-31	167	$953.6M	62	1VTI 2MSFT 3AAPL Top holdings2018-12-31 1.VTI 2.MSFT 3.AAPL 4.GOOG 5.AMZN 6.V 7.UNH 8.Z 9.MA 10.MRK
2018-09-30	173	$1.1B	51	1VTI 2AMZN 3AAPL Top holdings2018-09-30 1.VTI 2.AMZN 3.AAPL 4.MSFT 5.GOOG 6.V 7.UNH 8.META 9.PLD 10.BAC
2018-06-30	164	$1.1B	48	1VTI 2AAPL 3MSFT Top holdings2018-06-30 1.VTI 2.AAPL 3.MSFT 4.GOOG 5.AMZN 6.V 7.VXUS 8.PLD 9.BAC 10.MA
2018-03-31	165	$1.0B	55	1VTI 2VXUS 3MSFT Top holdings2018-03-31 1.VTI 2.VXUS 3.MSFT 4.AAPL 5.AMZN 6.GOOG 7.V 8.META 9.HD 10.PLD
2017-12-31	151	$913.6M	53	1VTI 2AAPL 3META Top holdings2017-12-31 1.VTI 2.AAPL 3.META 4.MSFT 5.AMZN 6.GOOG 7.VXUS 8.V 9.PLD 10.C
2017-09-30	128	$830.2M	86	1VTI 2AAPL 3MSFT Top holdings2017-09-30 1.VTI 2.AAPL 3.MSFT 4.AMZN 5.JPM 6.META 7.VXUS 8.GOOG 9.V 10.PLD
2017-06-30	142	$1.1B	39	1VTI 2VXUS 3JPM Top holdings2017-06-30 1.VTI 2.VXUS 3.JPM 4.MSFT 5.C 6.AAPL 7.BAC 8.INTC 9.GOOG 10.META
2017-03-31	156	$1.2B	43	1VTI 2VXUS 3AAPL Top holdings2017-03-31 1.VTI 2.VXUS 3.AAPL 4.MSFT 5.JPM 6.AMZN 7.AWK 8.RSG 9.BAC 10.MCD
2016-12-31	138	$1.2B	39	1VTI 2VXUS 3MSFT Top holdings2016-12-31 1.VTI 2.VXUS 3.MSFT 4.JPM 5.GS 6.HD 7.RSG 8.INTC 9.AWK 10.AAPL
2016-09-30	123	$1.2B	65	1VTI 2VXUS 3AAPL Top holdings2016-09-30 1.VTI 2.VXUS 3.AAPL 4.MSFT 5.PFE 6.META 7.AMZN 8.HD 9.PEP 10.AWK
2016-06-30	104	$1.0B	73	1VTI 2VXUS 3NEM Top holdings2016-06-30 1.VTI 2.VXUS 3.NEM 4.KR 5.AAPL 6.RSG 7.WELL 8.PEP 9.JPM 10.MCD
2016-03-31	106	$977.8M	100	1VTI 2VXUS 3AAPL Top holdings2016-03-31 1.VTI 2.VXUS 3.AAPL 4.META 5.KR 6.BRK-B 7.VZ 8.XLP 9.HD 10.SABR
2015-12-31	99	$894.1M	100	178355W2GOOG3595000 Top holdings2015-12-31 1.78355W 2.GOOG 3.595000 4.KR 5.BAC 6.JPM 7.882000 8.IJR 9.903000 10.761000
2015-09-30	95	$851.7M	66	178355W278355W3KR Top holdings2015-09-30 1.78355W 2.78355W 3.KR 4.RSG 5.EFAV 6.VZ 7.XLY 8.HAIN 9.IJR 10.AAPL
2015-06-30	80	$937.9M	49	178355W2KR378355W Top holdings2015-06-30 1.78355W 2.KR 3.78355W 4.META 5.VZ 6.XLY 7.XLV 8.EFAV 9.IJR 10.HCA
2015-03-31	68	$983.0M	65	178355W278355W3KR Top holdings2015-03-31 1.78355W 2.78355W 3.KR 4.XLY 5.XLV 6.VZ 7.73937B 8.EFAV 9.HCA 10.IJR
2014-12-31	65	$1.0B	61	173937B278355W3XLV Top holdings2014-12-31 1.73937B 2.78355W 3.XLV 4.KR 5.XLY 6.XLI 7.XLF 8.AAPL 9.EFAV 10.COST
2014-09-30	68	$1.1B	68	1VEA278355W3XLV Top holdings2014-09-30 1.VEA 2.78355W 3.XLV 4.KR 5.73937B 6.XLI 7.AAPL 8.JPM 9.CMCSA 10.GOOG
2014-06-30	52	$974.6M	81	1VEA 2XLE 3ACWV Top holdings2014-06-30 1.VEA 2.XLE 3.ACWV 4.78355W 5.KR 6.IJR 7.XLV 8.AAPL 9.SBUX 10.CMCSA
2014-03-31	44	$821.2M	44	1ACWV 2AAPL 3KR Top holdings2014-03-31 1.ACWV 2.AAPL 3.KR 4.HBAN 5.CMCSA 6.IJR 7.XLV 8.XLE 9.WFC 10.BLKCHF
2013-12-31	44	$791.4M	51	1ACWV 2AAPL 3HBAN Top holdings2013-12-31 1.ACWV 2.AAPL 3.HBAN 4.GOOG 5.EBAY 6.IJR 7.VIAB 8.KR 9.CMCSA 10.XLV
2013-09-30	39	$656.1M	60	1ACWV 2GOOG 3AAPL Top holdings2013-09-30 1.ACWV 2.GOOG 3.AAPL 4.IJR 5.SLB 6.HBAN 7.XLV 8.MMM 9.ROST 10.BLKCHF
2013-06-30	39	$557.3M	0	1ACWV 2JPM 3GOOG Top holdings2013-06-30 1.ACWV 2.JPM 3.GOOG 4.IJR 5.WFC 6.AAPL 7.NVS 8.BLKCHF 9.MLM 10.MCD

Holding changes this quarter

Position changes disclosed by Kiwi Wealth Investments Limited Partnership for the quarter ending 2023-12-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

Filing History

Period	Filed	Type	EDGAR
2023-12-31	2024-02-14	13F-HR	View on EDGAR
2023-09-30	2023-11-14	13F-HR	View on EDGAR
2023-06-30	2023-08-15	13F-HR	View on EDGAR
2023-03-31	2023-05-16	13F-HR	View on EDGAR
2022-12-31	2023-02-15	13F-HR	View on EDGAR
2022-09-30	2022-11-04	13F-HR	View on EDGAR
2022-06-30	2022-08-12	13F-HR	View on EDGAR
2022-03-31	2022-05-17	13F-HR	View on EDGAR
2021-12-31	2022-02-15	13F-HR	View on EDGAR
2021-09-30	2021-11-16	13F-HR	View on EDGAR
2021-06-30	2021-08-17	13F-HR	View on EDGAR
2021-03-31	2021-05-18	13F-HR	View on EDGAR
2020-12-31	2021-02-17	13F-HR	View on EDGAR
2020-09-30	2020-11-16	13F-HR	View on EDGAR
2020-06-30	2020-08-14	13F-HR	View on EDGAR
2020-03-31	2020-05-15	13F-HR	View on EDGAR
2019-12-31	2020-02-12	13F-HR	View on EDGAR
2019-09-30	2019-11-13	13F-HR	View on EDGAR
2019-06-30	2019-08-14	13F-HR	View on EDGAR
2019-03-31	2019-05-16	13F-HR	View on EDGAR
2018-12-31	2019-02-14	13F-HR	View on EDGAR
2018-09-30	2018-11-15	13F-HR	View on EDGAR
2018-06-30	2018-08-14	13F-HR	View on EDGAR
2018-03-31	2018-05-16	13F-HR	View on EDGAR
2017-12-31	2018-02-13	13F-HR	View on EDGAR
2017-09-30	2017-11-07	13F-HR	View on EDGAR
2017-06-30	2017-08-10	13F-HR	View on EDGAR
2017-03-31	2017-05-16	13F-HR	View on EDGAR
2016-12-31	2017-02-08	13F-HR	View on EDGAR
2016-09-30	2016-11-08	13F-HR	View on EDGAR
2016-06-30	2016-08-11	13F-HR	View on EDGAR
2016-03-31	2016-05-11	13F-HR	View on EDGAR
2015-12-31	2016-02-17	13F-HR	View on EDGAR
2015-09-30	2015-11-02	13F-HR	View on EDGAR
2015-06-30	2015-08-11	13F-HR	View on EDGAR
2015-03-31	2015-05-13	13F-HR	View on EDGAR
2014-12-31	2015-02-13	13F-HR	View on EDGAR
2014-09-30	2014-10-28	13F-HR	View on EDGAR
2014-06-30	2014-08-06	13F-HR	View on EDGAR
2014-03-31	2014-05-12	13F-HR	View on EDGAR
2013-12-31	2014-01-28	13F-HR	View on EDGAR
2013-09-30	2013-10-30	13F-HR	View on EDGAR
2013-06-30	2013-08-13	13F-HR	View on EDGAR

FAQ

What is Kiwi Wealth Investments Limited Partnership and what type of investor is it?

Kiwi Wealth Investments Limited Partnership is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2023-12-31), the firm manages a tracked equity portfolio valued at approximately $126.2M, spread across 4 disclosed positions.

What are Kiwi Wealth Investments Limited Partnership's largest equity positions?

Based on the latest 13F filing, Kiwi Wealth Investments Limited Partnership's top holdings by market value are: 1. Ishares Treasury Floating Ra (TFLO) — $52.9M (41.9%) 2. Ishares Tips Bond ETF (TIP) — $36.2M (28.7%) 3. Ishares Gold Trust (IAU) — $21.1M (16.7%) 4. Ishares Sh Dba ETF Usd INC (NEAR) — $16.0M (12.7%)

What changes did Kiwi Wealth Investments Limited Partnership make in its most recent portfolio filing?

No notable portfolio changes were recorded for Kiwi Wealth Investments Limited Partnership in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Kiwi Wealth Investments Limited Partnership focus on?

Sector breakdown data is not yet available for Kiwi Wealth Investments Limited Partnership. Check back after the next 13F processing cycle.

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Kiwi Wealth Investments Limited Partnership 13F Filing History & Holdings

CIK: 0001555829

Concentrated strategyQuality / disciplined sizingLong-term holder

Total reported value

$126.2M

Reporting period: 2023-12-31 · Number of holdings: 4

Kiwi Wealth Investments Limited Partnership disclosed 4 holdings in its latest 13F filing for the period ending 2023-12-31, with total reported value of $126.2M and a quarterly turnover rate of 0.0%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "K"

Personality snowflake

Concentration: 100
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 8
Sizing Uniformity: 94.74

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	TFLO	Ishares Treasury Floating Ra	ETF-Gov Bonds	41.91%	—	—
2	TIP	Ishares Tips Bond ETF	ETF-Other	28.68%	—	—
3	IAU	Ishares Gold Trust	ETF-Commodities	16.69%	—	—
4	NEAR	Ishares Sh Dba ETF Usd INC	ETF-Other	12.72%	—	—

Portfolio Performance

Performance for Q3 2026

-3.8%

Performance Last 4 Quarters

+8%

Stdev: +9%
Beta: +0.33
Alpha: +6.6%
Max Drawdown: -7.7%
Annualized Perf: +12.9%
Batting Avg vs S&P: +50%
Sortino: +2.94
Stutzer: +0.42
Treynor: +0.38
Sterling: +0.86
Calmar: +1.67
Information Ratio: -0.5
Tracking Error: +11.8%
Stdev Down: +4.3%
Winning Months %: +72.2%
Losing Months %: +27.8%
Best 12 Months: +35.3%
Worst 12 Months: +8%
Efficiency Ratio: +0.61
Sharpe: +1.41
Stdev Sectors: —
Skewness: +0.43
Kurtosis: +1.23
Upside Potential: +4.27

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2023-12-31	4	$126.2M	0	1TFLO 2TIP 3IAU Top holdings2023-12-31 1.TFLO 2.TIP 3.IAU 4.NEAR
2023-09-30	41	$917.7M	0	1AMZN 2GOOGL 3ICLR Top holdings2023-09-30 1.AMZN 2.GOOGL 3.ICLR 4.META 5.TFLO 6.IT 7.MSFT 8.EW 9.CRM 10.BSX
2023-06-30	186	$1.6B	0	1MSFT 2AAPL 3TFLO Top holdings2023-06-30 1.MSFT 2.AAPL 3.TFLO 4.GOOG 5.AMZN 6.HD 7.UNH 8.AVGO 9.TIP 10.META
2023-03-31	171	$1.5B	0	1MSFT 2AAPL 3TFLO Top holdings2023-03-31 1.MSFT 2.AAPL 3.TFLO 4.GOOG 5.AMZN 6.HD 7.UNH 8.TMO 9.V 10.PG
2022-12-31	206	$1.5B	0	1MSFT 2AAPL 3GOOG Top holdings2022-12-31 1.MSFT 2.AAPL 3.GOOG 4.NEAR 5.UNH 6.HD 7.FLOT 8.DHR 9.AMZN 10.PG
2022-09-30	194	$1.4B	0	1AAPL 2MSFT 3GOOG Top holdings2022-09-30 1.AAPL 2.MSFT 3.GOOG 4.AMZN 5.UNH 6.TMO 7.DHR 8.MA 9.COST 10.V
2022-06-30	194	$1.4B	0	1AAPL 2MSFT 3GOOG Top holdings2022-06-30 1.AAPL 2.MSFT 3.GOOG 4.AMZN 5.UNH 6.TMO 7.DHR 8.MA 9.COST 10.V
2022-03-31	207	$1.9B	0	1AAPL 2MSFT 3GOOG Top holdings2022-03-31 1.AAPL 2.MSFT 3.GOOG 4.AMZN 5.UNH 6.META 7.V 8.TSLA 9.BAC 10.IVV
2021-12-31	238	$2.1B	0	1MSFT 2AAPL 3VTI Top holdings2021-12-31 1.MSFT 2.AAPL 3.VTI 4.GOOG 5.AMZN 6.META 7.UNH 8.V 9.BAC 10.IVV
2021-09-30	233	$2.0B	0	1VTI 2AAPL 3MSFT Top holdings2021-09-30 1.VTI 2.AAPL 3.MSFT 4.GOOG 5.AMZN 6.META 7.BLKCHF 8.V 9.UNH 10.COST
2021-06-30	228	$1.9B	51	1VTI 2MSFT 3GOOG Top holdings2021-06-30 1.VTI 2.MSFT 3.GOOG 4.AAPL 5.AMZN 6.META 7.UNH 8.V 9.BLKCHF 10.COST
2021-03-31	216	$1.7B	59	1MSFT 2AAPL 3VTI Top holdings2021-03-31 1.MSFT 2.AAPL 3.VTI 4.GOOG 5.META 6.AMZN 7.UNH 8.PG 9.JNJ 10.TSM
2020-12-31	248	$1.7B	53	1AAPL 2MSFT 3AMZN Top holdings2020-12-31 1.AAPL 2.MSFT 3.AMZN 4.GOOG 5.VTI 6.META 7.IAUUSD 8.PEP 9.BABA 10.PG
2020-09-30	233	$1.4B	52	1AAPL 2MSFT 3AMZN Top holdings2020-09-30 1.AAPL 2.MSFT 3.AMZN 4.GOOG 5.BABA 6.IAUUSD 7.PG 8.PEP 9.V 10.TMO
2020-06-30	203	$1.2B	56	1MSFT 2AAPL 3GOOG Top holdings2020-06-30 1.MSFT 2.AAPL 3.GOOG 4.AMZN 5.IAUUSD 6.PG 7.PEP 8.META 9.MCD 10.HD
2020-03-31	164	$994.8M	70	1AAPL 2MSFT 3AMZN Top holdings2020-03-31 1.AAPL 2.MSFT 3.AMZN 4.GOOG 5.IAUUSD 6.META 7.PG 8.PEP 9.HD 10.PLD
2019-12-31	177	$1.4B	50	1VTI 2GOOG 3MSFT Top holdings2019-12-31 1.VTI 2.GOOG 3.MSFT 4.AAPL 5.AMZN 6.JPM 7.META 8.BAC 9.PLD 10.PG
2019-09-30	183	$1.2B	56	1GOOG 2VTI 3MSFT Top holdings2019-09-30 1.GOOG 2.VTI 3.MSFT 4.AAPL 5.META 6.AMZN 7.PLD 8.BAC 9.JPM 10.PG
2019-06-30	172	$1.1B	59	1VTI 2MSFT 3GOOG Top holdings2019-06-30 1.VTI 2.MSFT 3.GOOG 4.AMZN 5.AAPL 6.META 7.CSCO 8.PG 9.V 10.DIS
2019-03-31	168	$1.1B	49	1MSFT 2VTI 3AAPL Top holdings2019-03-31 1.MSFT 2.VTI 3.AAPL 4.GOOG 5.AMZN 6.V 7.KO 8.MRK 9.PLD 10.CSCO
2018-12-31	167	$953.6M	62	1VTI 2MSFT 3AAPL Top holdings2018-12-31 1.VTI 2.MSFT 3.AAPL 4.GOOG 5.AMZN 6.V 7.UNH 8.Z 9.MA 10.MRK
2018-09-30	173	$1.1B	51	1VTI 2AMZN 3AAPL Top holdings2018-09-30 1.VTI 2.AMZN 3.AAPL 4.MSFT 5.GOOG 6.V 7.UNH 8.META 9.PLD 10.BAC
2018-06-30	164	$1.1B	48	1VTI 2AAPL 3MSFT Top holdings2018-06-30 1.VTI 2.AAPL 3.MSFT 4.GOOG 5.AMZN 6.V 7.VXUS 8.PLD 9.BAC 10.MA
2018-03-31	165	$1.0B	55	1VTI 2VXUS 3MSFT Top holdings2018-03-31 1.VTI 2.VXUS 3.MSFT 4.AAPL 5.AMZN 6.GOOG 7.V 8.META 9.HD 10.PLD
2017-12-31	151	$913.6M	53	1VTI 2AAPL 3META Top holdings2017-12-31 1.VTI 2.AAPL 3.META 4.MSFT 5.AMZN 6.GOOG 7.VXUS 8.V 9.PLD 10.C
2017-09-30	128	$830.2M	86	1VTI 2AAPL 3MSFT Top holdings2017-09-30 1.VTI 2.AAPL 3.MSFT 4.AMZN 5.JPM 6.META 7.VXUS 8.GOOG 9.V 10.PLD
2017-06-30	142	$1.1B	39	1VTI 2VXUS 3JPM Top holdings2017-06-30 1.VTI 2.VXUS 3.JPM 4.MSFT 5.C 6.AAPL 7.BAC 8.INTC 9.GOOG 10.META
2017-03-31	156	$1.2B	43	1VTI 2VXUS 3AAPL Top holdings2017-03-31 1.VTI 2.VXUS 3.AAPL 4.MSFT 5.JPM 6.AMZN 7.AWK 8.RSG 9.BAC 10.MCD
2016-12-31	138	$1.2B	39	1VTI 2VXUS 3MSFT Top holdings2016-12-31 1.VTI 2.VXUS 3.MSFT 4.JPM 5.GS 6.HD 7.RSG 8.INTC 9.AWK 10.AAPL
2016-09-30	123	$1.2B	65	1VTI 2VXUS 3AAPL Top holdings2016-09-30 1.VTI 2.VXUS 3.AAPL 4.MSFT 5.PFE 6.META 7.AMZN 8.HD 9.PEP 10.AWK
2016-06-30	104	$1.0B	73	1VTI 2VXUS 3NEM Top holdings2016-06-30 1.VTI 2.VXUS 3.NEM 4.KR 5.AAPL 6.RSG 7.WELL 8.PEP 9.JPM 10.MCD
2016-03-31	106	$977.8M	100	1VTI 2VXUS 3AAPL Top holdings2016-03-31 1.VTI 2.VXUS 3.AAPL 4.META 5.KR 6.BRK-B 7.VZ 8.XLP 9.HD 10.SABR
2015-12-31	99	$894.1M	100	178355W2GOOG3595000 Top holdings2015-12-31 1.78355W 2.GOOG 3.595000 4.KR 5.BAC 6.JPM 7.882000 8.IJR 9.903000 10.761000
2015-09-30	95	$851.7M	66	178355W278355W3KR Top holdings2015-09-30 1.78355W 2.78355W 3.KR 4.RSG 5.EFAV 6.VZ 7.XLY 8.HAIN 9.IJR 10.AAPL
2015-06-30	80	$937.9M	49	178355W2KR378355W Top holdings2015-06-30 1.78355W 2.KR 3.78355W 4.META 5.VZ 6.XLY 7.XLV 8.EFAV 9.IJR 10.HCA
2015-03-31	68	$983.0M	65	178355W278355W3KR Top holdings2015-03-31 1.78355W 2.78355W 3.KR 4.XLY 5.XLV 6.VZ 7.73937B 8.EFAV 9.HCA 10.IJR
2014-12-31	65	$1.0B	61	173937B278355W3XLV Top holdings2014-12-31 1.73937B 2.78355W 3.XLV 4.KR 5.XLY 6.XLI 7.XLF 8.AAPL 9.EFAV 10.COST
2014-09-30	68	$1.1B	68	1VEA278355W3XLV Top holdings2014-09-30 1.VEA 2.78355W 3.XLV 4.KR 5.73937B 6.XLI 7.AAPL 8.JPM 9.CMCSA 10.GOOG
2014-06-30	52	$974.6M	81	1VEA 2XLE 3ACWV Top holdings2014-06-30 1.VEA 2.XLE 3.ACWV 4.78355W 5.KR 6.IJR 7.XLV 8.AAPL 9.SBUX 10.CMCSA
2014-03-31	44	$821.2M	44	1ACWV 2AAPL 3KR Top holdings2014-03-31 1.ACWV 2.AAPL 3.KR 4.HBAN 5.CMCSA 6.IJR 7.XLV 8.XLE 9.WFC 10.BLKCHF
2013-12-31	44	$791.4M	51	1ACWV 2AAPL 3HBAN Top holdings2013-12-31 1.ACWV 2.AAPL 3.HBAN 4.GOOG 5.EBAY 6.IJR 7.VIAB 8.KR 9.CMCSA 10.XLV
2013-09-30	39	$656.1M	60	1ACWV 2GOOG 3AAPL Top holdings2013-09-30 1.ACWV 2.GOOG 3.AAPL 4.IJR 5.SLB 6.HBAN 7.XLV 8.MMM 9.ROST 10.BLKCHF
2013-06-30	39	$557.3M	0	1ACWV 2JPM 3GOOG Top holdings2013-06-30 1.ACWV 2.JPM 3.GOOG 4.IJR 5.WFC 6.AAPL 7.NVS 8.BLKCHF 9.MLM 10.MCD

Holding changes this quarter

Position changes disclosed by Kiwi Wealth Investments Limited Partnership for the quarter ending 2023-12-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

Filing History

Period	Filed	Type	EDGAR
2023-12-31	2024-02-14	13F-HR	View on EDGAR
2023-09-30	2023-11-14	13F-HR	View on EDGAR
2023-06-30	2023-08-15	13F-HR	View on EDGAR
2023-03-31	2023-05-16	13F-HR	View on EDGAR
2022-12-31	2023-02-15	13F-HR	View on EDGAR
2022-09-30	2022-11-04	13F-HR	View on EDGAR
2022-06-30	2022-08-12	13F-HR	View on EDGAR
2022-03-31	2022-05-17	13F-HR	View on EDGAR
2021-12-31	2022-02-15	13F-HR	View on EDGAR
2021-09-30	2021-11-16	13F-HR	View on EDGAR
2021-06-30	2021-08-17	13F-HR	View on EDGAR
2021-03-31	2021-05-18	13F-HR	View on EDGAR
2020-12-31	2021-02-17	13F-HR	View on EDGAR
2020-09-30	2020-11-16	13F-HR	View on EDGAR
2020-06-30	2020-08-14	13F-HR	View on EDGAR
2020-03-31	2020-05-15	13F-HR	View on EDGAR
2019-12-31	2020-02-12	13F-HR	View on EDGAR
2019-09-30	2019-11-13	13F-HR	View on EDGAR
2019-06-30	2019-08-14	13F-HR	View on EDGAR
2019-03-31	2019-05-16	13F-HR	View on EDGAR
2018-12-31	2019-02-14	13F-HR	View on EDGAR
2018-09-30	2018-11-15	13F-HR	View on EDGAR
2018-06-30	2018-08-14	13F-HR	View on EDGAR
2018-03-31	2018-05-16	13F-HR	View on EDGAR
2017-12-31	2018-02-13	13F-HR	View on EDGAR
2017-09-30	2017-11-07	13F-HR	View on EDGAR
2017-06-30	2017-08-10	13F-HR	View on EDGAR
2017-03-31	2017-05-16	13F-HR	View on EDGAR
2016-12-31	2017-02-08	13F-HR	View on EDGAR
2016-09-30	2016-11-08	13F-HR	View on EDGAR
2016-06-30	2016-08-11	13F-HR	View on EDGAR
2016-03-31	2016-05-11	13F-HR	View on EDGAR
2015-12-31	2016-02-17	13F-HR	View on EDGAR
2015-09-30	2015-11-02	13F-HR	View on EDGAR
2015-06-30	2015-08-11	13F-HR	View on EDGAR
2015-03-31	2015-05-13	13F-HR	View on EDGAR
2014-12-31	2015-02-13	13F-HR	View on EDGAR
2014-09-30	2014-10-28	13F-HR	View on EDGAR
2014-06-30	2014-08-06	13F-HR	View on EDGAR
2014-03-31	2014-05-12	13F-HR	View on EDGAR
2013-12-31	2014-01-28	13F-HR	View on EDGAR
2013-09-30	2013-10-30	13F-HR	View on EDGAR
2013-06-30	2013-08-13	13F-HR	View on EDGAR

FAQ

What is Kiwi Wealth Investments Limited Partnership and what type of investor is it?

What are Kiwi Wealth Investments Limited Partnership's largest equity positions?

What changes did Kiwi Wealth Investments Limited Partnership make in its most recent portfolio filing?

No notable portfolio changes were recorded for Kiwi Wealth Investments Limited Partnership in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Kiwi Wealth Investments Limited Partnership focus on?

Sector breakdown data is not yet available for Kiwi Wealth Investments Limited Partnership. Check back after the next 13F processing cycle.