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Kiwi Wealth Investments Limited Partnership 13F Portfolio

Portfolio Manager
Kiwi Wealth Investments Limited Partnership
Performance
0% (N/A)
AUM (13F)
$126.19M
# of Holdings
4
Performance Rank
N/A
Allocation (Top 20)
N/A
Latest filing
Q4 2023

Kiwi Wealth Investments Limited Partnership Holdings Map

Top 4 Kiwi Wealth Investments Limited Partnership Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
TFLO
ISHARES TR
41.91%1.05M$52.9M
+0.00%(+0)
2023-Q1: 1.38M shares2023-Q2: 1.51M shares2023-Q3: 1.05M shares2023-Q4: 1.05M shares2023-12-31
TIP
ISHARES TR
28.68%336.7K$36.2M
+0.00%(+0)
2023-Q1: 146.6K shares2023-Q2: 279.8K shares2023-Q3: 336.7K shares2023-Q4: 336.7K shares2023-12-31
IAU
ISHARES GOLD TR
16.69%539.7K$21.1M
+0.00%(+0)
2022-Q4: 539.7K shares2023-Q1: 539.7K shares2023-Q2: 539.7K shares2023-Q3: 539.7K shares2023-Q4: 539.7K shares2023-12-31
NEAR
ISHARES U S ETF TR
12.72%317.6K$16.0M
+0.00%(+0)
2022-Q4: 922.3K shares2023-Q1: 317.6K shares2023-Q2: 317.6K shares2023-Q3: 317.6K shares2023-Q4: 317.6K shares2023-12-31

About Kiwi Wealth Investments Limited Partnership’s portfolio

Kiwi Wealth Investments Limited Partnership reports $126.19M in US-listed equity holdings across 4 positions in its most recent 13F filing. Its largest disclosed positions are TFLO (41.9%), TIP (28.7%) and IAU (16.7%). Figures reflect the Q4 2023 filing.

Portfolio concentration

Portfolio concentration
TFLO — 41.9% ($52.89M)TIP — 28.7% ($36.19M)IAU — 16.7% ($21.06M)NEAR — 12.7% ($16.05M)
100%in top 4
  • TFLO41.9%
  • TIP28.7%
  • IAU16.7%
  • NEAR12.7%

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Source filings

Holdings on this page are parsed from Kiwi Wealth Investments Limited Partnership’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1555829). View Kiwi Wealth Investments Limited Partnership’s 13F filings on SEC

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