Institutional Manager · CIK 0001555829
Kiwi Wealth Investments Limited Partnership
WELLINGTON, Q2 · File #028-15009
Latest AUM
$917.7M
Positions
41
Top-10 Concentration
56.1%
Filings
4
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2023
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 513,692 | $65.3M | 7.12% |
| 2 | ALPHABET INC | GOOG | 486,616 | $63.7M | 6.94% |
| 3 | ICON PLC | ICLR | 223,753 | $55.1M | 6.00% |
| 4 | META PLATFORMS INC | META | 183,389 | $55.1M | 6.00% |
| 5 | ISHARES TR | 46434V860 | 1,047,955 | $53.2M | 5.79% |
| 6 | GARTNER INC | IT | 139,849 | $48.1M | 5.24% |
| 7 | MICROSOFT CORP | MSFT | 150,934 | $47.7M | 5.19% |
| 8 | EDWARD LIFESCIENCES CORP | EW | 622,715 | $43.1M | 4.70% |
| 9 | SALESFORCE INC | CRM | 210,805 | $42.7M | 4.66% |
| 10 | BOSTON SCIENTIFIC CORP | BSX | 779,501 | $41.2M | 4.48% |
| 11 | MASTERCARD INCORPORATED | MA | 99,961 | $39.6M | 4.31% |
| 12 | UNITEDHEALTH GROUP INC | UNH | 73,100 | $36.9M | 4.02% |
| 13 | ISHARES TR | 464287176 | 336,724 | $34.9M | 3.81% |
| 14 | FLOOR & DECOR HLDGS INC | FND | 356,353 | $32.2M | 3.51% |
| 15 | DANAHER CORPORATION | 235851102 | 129,568 | $32.1M | 3.50% |
| 16 | DOLLAR TREE INC | DLTR | 222,661 | $23.7M | 2.58% |
| 17 | NETFLIX INC | NFLX | 52,192 | $19.7M | 2.15% |
| 18 | ISHARES GOLD TR | IAU | 539,660 | $18.9M | 2.06% |
| 19 | ISHARES U S ETF TR | 46431W507 | 317,615 | $15.8M | 1.73% |
| 20 | MSCI INC | MSCI | 30,731 | $15.8M | 1.72% |