Top 4 Kiwi Wealth Investments Limited Partnership Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TFLO | ISHARES TR | 41.91% | 1.05M | $52.9M | +0.00%(+0) | — | 2023-12-31 | |
| TIP | ISHARES TR | 28.68% | 336.7K | $36.2M | +0.00%(+0) | — | 2023-12-31 | |
| IAU | ISHARES GOLD TR | 16.69% | 539.7K | $21.1M | +0.00%(+0) | — | 2023-12-31 | |
| NEAR | ISHARES U S ETF TR | 12.72% | 317.6K | $16.0M | +0.00%(+0) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
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.
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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