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%)
Portfolio Report
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
52890.290
0%
41.910
0%
0.880
-0.14%
+0.20%
7186.638
 
TIP 		iShares TIPS Bond ETF
336,724
36194.460
0%
28.680
0%
0.160
+3.48%
+3.11%
18452.755
 
IAU 		iShares Gold Trust
539,660
21062.930
0%
16.690
0%
0.070
+14.13%
+28.90%
31672.744
 
NEAR 		BlackRock Short Duration Bond ETF
317,615
16045.910
0%
12.720
0%
0.420
+1.97%
+1.56%
2978.805
 
VTI 		Vanguard Total Stock Market ETF
0
0.000
Sold Out
0.000
-0.04%
0.000
+5.60%
+19.24%
421233.714
 
AAPL 		Apple Inc
0
0.000
Sold Out
0.000
-0.08%
0.000
+9.38%
+18.56%
3457420.754
Hardware
AMZN 		Amazon.com Inc
0
0.000
Sold Out
0.000
-7.12%
0.000
+4.56%
+27.70%
2036454.842
Retail - Cyclical
CMCSA 		Comcast Corp
0
0.000
Sold Out
0.000
-1.09%
0.000
+8.39%
-3.54%
160205.392
Telecommunication Services
DLTR 		Dollar Tree Inc
0
0.000
Sold Out
0.000
-2.58%
0.000
-33.58%
-49.81%
15328.938
Retail - Defensive
META 		Meta Platforms Inc
0
0.000
Sold Out
0.000
-6.00%
0.000
+13.02%
+59.64%
1425172.268
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%
â—Ź
119.57 ($140.18) 154.07
$194.03
38.41%
Sold Out
0
-513,692
GOOGL 		Alphabet Inc2023-12-31Sold Out
-6.94%
â—Ź
122.17 ($134.36) 141.52
$162.32
20.81%
Sold Out
0
-486,616
META 		Meta Platforms Inc2023-12-31Sold Out
-6.00%
â—Ź
288.35 ($325.65) 358.32
$563.35
72.99%
Sold Out
0
-183,389
ICLR 		Icon PLC2023-12-31Sold Out
-6.00%
â—Ź
222.83 ($258.75) 285.76
$296.44
14.57%
Sold Out
0
-223,753
IT 		Gartner Inc2023-12-31Sold Out
-5.24%
â—Ź
325.76 ($399.48) 466.05
$510.94
27.90%
Sold Out
0
-139,849
MSFT 		Microsoft Corp2023-12-31Sold Out
-5.19%
â—Ź
313.39 ($355.93) 382.7
$429.31
20.62%
Sold Out
0
-150,934
EW 		Edwards Lifesciences Corp2023-12-31Sold Out
-4.70%
â—Ź
61.71 ($69.58) 77.76
$66.33
-4.67%
Sold Out
0
-622,715
CRM 		Salesforce Inc2023-12-31Sold Out
-4.66%
â—Ź
196.25 ($226.32) 267.25
$270.44
19.49%
Sold Out
0
-210,805
BSX 		Boston Scientific Corp2023-12-31Sold Out
-4.48%
â—Ź
48.64 ($53.38) 57.81
$83.51
56.44%
Sold Out
0
-779,501
MA 		Mastercard Inc2023-12-31Sold Out
-4.31%
â—Ź
364.08 ($401.73) 426.51
$487.41
21.33%
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

Discussions on Kiwi Wealth Investments Limited Partnership

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.