Kiwi Wealth Investments Limited Partnership is based out of Wellington. Their last reported 13F filing for Q4 2023 included $126,193,592 in managed 13F securities
and a top 10 holdings concentration of 100.0%. Kiwi Wealth Investments Limited Partnership's largest holding is iShares Treasury Floating Rate Bond ETF- with shares held of 1,047,955. Whalewisdom has at least 58 13F filings, and 13 13G filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
AMZN Amazon.com Inc. | 7.12% |
GOOGL Alphabet Inc. Class | 6.94% |
ICLR Icon Plc Ads | 6% |
META Meta Platforms Inc | 6% |
IT Gartner, Inc. | 5.24% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
TFLO iShares Treasury Flo | 41.91% |
TIP iShares TIPS Bond ET | 28.68% |
IAU iShares Gold Trust | 16.69% |
NEAR BlackRock Short Matu | 12.72% |
2023-12-31
13F Activity
Market Value | $126m, Prior: $0.92b |
New Purchases | 0 stocks |
Added To | 0 stocks |
Sold out of | 37 stocks |
Reduced holdings in | 0 stocks |
Top 10 Holdings % | 100% |
Turnover %[1] | 925% |
Turnover Alt %[2] | 0% |
Time Held Top 20 | 1.75 quarters |
Time Held Top 10 | 0.75 quarters |
Time Held All | 6.75 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31