0001555829-20-000003.txt : 20200212
0001555829-20-000003.hdr.sgml : 20200212
20200212153825
ACCESSION NUMBER: 0001555829-20-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200212
DATE AS OF CHANGE: 20200212
EFFECTIVENESS DATE: 20200212
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Kiwi Wealth Investments Limited Partnership
CENTRAL INDEX KEY: 0001555829
IRS NUMBER: 000000000
STATE OF INCORPORATION: Q2
FISCAL YEAR END: 0331
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-15009
FILM NUMBER: 20603809
BUSINESS ADDRESS:
STREET 1: LEVEL 13, 20 BALLANCE STREET
CITY: WELLINGTON
STATE: Q2
ZIP: 6011
BUSINESS PHONE: 006444946079
MAIL ADDRESS:
STREET 1: LEVEL 13, 20 BALLANCE STREET
CITY: WELLINGTON
STATE: Q2
ZIP: 6011
FORMER COMPANY:
FORMER CONFORMED NAME: Gareth Morgan Investments Limited Partnership
DATE OF NAME CHANGE: 20120808
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
true
0001555829
XXXXXXXX
12-31-2019
12-31-2019
Kiwi Wealth Investments Limited Partnership
LEVEL 13, 20 BALLANCE STREET
WELLINGTON
Q2
6011
13F HOLDINGS REPORT
028-15009
N
Christian Sobell
Senior Technical Analyst
0064800427384
Christian Sobell
Wellington
Q2
02-12-2020
0
177
1360726
false
INFORMATION TABLE
2
form13InfoTable_20191231.xml
KW_13F_DEC19
58 COM INC
SPON ADR REP A
31680Q104
2220
34293
SH
SOLE
34293
0
0
ABBOTT LABS
COM
00130H105
4074
204714
SH
SOLE
204714
0
0
ABBVIE INC
COM
002824100
14705
169290
SH
SOLE
169290
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
00287Y109
5803
65539
SH
SOLE
65539
0
0
ACTIVISION BLIZZARD INC
COM
G1151C101
12023
57096
SH
SOLE
57096
0
0
ADOBE INC
COM
00507V109
4819
81108
SH
SOLE
81108
0
0
AES CORP
COM
00724F101
6102
18503
SH
SOLE
18503
0
0
AGILENT TECHNOLOGIES INC
COM
00846U101
5830
68343
SH
SOLE
68343
0
0
AIR PRODS & CHEMS INC
COM
009158106
4971
21152
SH
SOLE
21152
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
12968
61139
SH
SOLE
61139
0
0
ALLSTATE CORP
COM
020002101
1196
10633
SH
SOLE
10633
0
0
ALPHABET INC
CAP STK CL C
02079K305
698
521
SH
SOLE
521
0
0
ALPHABET INC
CAP STK CL A
02079K107
67998
50858
SH
SOLE
50858
0
0
AMAZON COM INC
COM
023135106
43703
23651
SH
SOLE
23651
0
0
AMERICA MOVIL SAB DE CV
SPON ADR L SHS
02364W105
3504
219016
SH
SOLE
219016
0
0
AMERICAN EXPRESS CO
COM
025816109
5439
43691
SH
SOLE
43691
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
11129
48426
SH
SOLE
48426
0
0
AMGEN INC
COM
031162100
5803
24070
SH
SOLE
24070
0
0
ANAPLAN INC
COM
03272L108
1989
37963
SH
SOLE
37963
0
0
AON PLC
SHS CL A
G0408V102
1635
7848
SH
SOLE
7848
0
0
APPLE INC
COM
037833100
55877
190283
SH
SOLE
190283
0
0
ARCONIC INC
COM
03965L100
1952
63438
SH
SOLE
63438
0
0
ASSURANT INC
COM
04621X108
2834
21619
SH
SOLE
21619
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
4421
25930
SH
SOLE
25930
0
0
AUTOZONE INC
COM
053332102
4136
3472
SH
SOLE
3472
0
0
BANCO BRADESCO S A
SP ADR PFD NEW
059460303
2406
268851
SH
SOLE
268851
0
0
BANK AMER CORP
COM
060505104
24544
696876
SH
SOLE
696876
0
0
BAXTER INTL INC
COM
071813109
4402
52637
SH
SOLE
52637
0
0
BIOGEN INC
COM
09062X103
4700
15841
SH
SOLE
15841
0
0
BLACKROCK INC
COM
09247X101
4720
9390
SH
SOLE
9390
0
0
BOOKING HLDGS INC
COM
09857L108
608
296
SH
SOLE
296
0
0
BOOZ ALLEN HAMILTON HLDG COR
CL A
099502106
3029
42581
SH
SOLE
42581
0
0
BORGWARNER INC
COM
099724106
2461
56731
SH
SOLE
56731
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
10615
165372
SH
SOLE
165372
0
0
BROADRIDGE FINL SOLUTIONS IN
COM
11133T103
1713
13868
SH
SOLE
13868
0
0
CBOE GLOBAL MARKETS INC
COM
12662P108
1776
43936
SH
SOLE
43936
0
0
CHEVRON CORP NEW
COM
12503M108
3261
27178
SH
SOLE
27178
0
0
CHIPOTLE MEXICAN GRILL INC
COM
166764100
3194
26500
SH
SOLE
26500
0
0
CIGNA CORP NEW
COM
169656105
9885
11808
SH
SOLE
11808
0
0
CINTAS CORP
COM
125523100
5871
28711
SH
SOLE
28711
0
0
CISCO SYS INC
COM
172908105
3206
11915
SH
SOLE
11915
0
0
CITIGROUP INC
COM NEW
17275R102
6771
141178
SH
SOLE
141178
0
0
COCA COLA CO
COM
172967424
10320
129177
SH
SOLE
129177
0
0
COLGATE PALMOLIVE CO
COM
191216100
7320
132253
SH
SOLE
132253
0
0
COMPANHIA DE SANEAMENTO BASI
SPONSORED ADR
194162103
4213
61193
SH
SOLE
61193
0
0
CONOCOPHILLIPS
COM
20441A102
726
48213
SH
SOLE
48213
0
0
COSTCO WHSL CORP NEW
COM
20825C104
482
7418
SH
SOLE
7418
0
0
CREDICORP LTD
COM
22160K105
10487
35681
SH
SOLE
35681
0
0
CROWN CASTLE INTL CORP NEW
COM
G2519Y108
1938
9091
SH
SOLE
9091
0
0
CUMMINS INC
COM
22822V101
7917
55698
SH
SOLE
55698
0
0
CVR ENERGY INC
COM
231021106
4013
22426
SH
SOLE
22426
0
0
D R HORTON INC
COM
23331A109
2917
55296
SH
SOLE
55296
0
0
DANAHER CORPORATION
COM
23355L106
1804
47984
SH
SOLE
47984
0
0
DECKERS OUTDOOR CORP
COM
235851102
5863
38202
SH
SOLE
38202
0
0
DELTA AIR LINES INC DEL
COM NEW
243537107
1416
8385
SH
SOLE
8385
0
0
DEVON ENERGY CORP NEW
COM
247361702
4106
70206
SH
SOLE
70206
0
0
DIGITAL RLTY TR INC
COM
25179M103
3325
128045
SH
SOLE
128045
0
0
DOMINION ENERGY INC
COM
253868103
6044
50474
SH
SOLE
50474
0
0
DOW INC
COM
25746U109
6866
82907
SH
SOLE
82907
0
0
DUPONT DE NEMOURS INC
COM
260557103
4414
80654
SH
SOLE
80654
0
0
DXC TECHNOLOGY CO
COM
26614N102
1243
19363
SH
SOLE
19363
0
0
ECOLAB INC
COM
278865100
5146
26663
SH
SOLE
26663
0
0
ENTERGY CORP NEW
COM
532457108
2822
21469
SH
SOLE
21469
0
0
EXPEDIA GROUP INC
COM NEW
29364G103
5751
48009
SH
SOLE
48009
0
0
EXXON MOBIL CORP
COM
518439104
2523
12217
SH
SOLE
12217
0
0
FABRINET
SHS
30212P303
3203
29621
SH
SOLE
29621
0
0
FACEBOOK INC
CL A
30231G102
346
4962
SH
SOLE
4962
0
0
FAIR ISAAC CORP
COM
G3323L100
2110
32536
SH
SOLE
32536
0
0
FIDELITY NATL INFORMATION SV
COM
30303M102
30344
147839
SH
SOLE
147839
0
0
FIRST BANCORP P R
COM NEW
303250104
753
2011
SH
SOLE
2011
0
0
FIRST REP BK SAN FRANCISCO C
COM
31620M106
800
5752
SH
SOLE
5752
0
0
GILEAD SCIENCES INC
COM
318672706
2198
207550
SH
SOLE
207550
0
0
GLOBAL PMTS INC
COM
33616C100
9955
84760
SH
SOLE
84760
0
0
HANESBRANDS INC
COM
375558103
5066
77956
SH
SOLE
77956
0
0
HASBRO INC
COM
37940X102
9864
54034
SH
SOLE
54034
0
0
HCA HEALTHCARE INC
COM
40412C101
4324
29253
SH
SOLE
29253
0
0
HELMERICH & PAYNE INC
COM
410345102
2293
154397
SH
SOLE
154397
0
0
HENRY SCHEIN INC
COM
418056107
2545
24096
SH
SOLE
24096
0
0
HERBALIFE NUTRITION LTD
COM SHS
81369Y209
657
6454
SH
SOLE
6454
0
0
HEWLETT PACKARD ENTERPRISE C
COM
423452101
1910
42045
SH
SOLE
42045
0
0
HOME DEPOT INC
COM
806407102
1529
22910
SH
SOLE
22910
0
0
HUMANA INC
COM
G4412G101
1863
39088
SH
SOLE
39088
0
0
IDEX CORP
COM
42824C109
2614
164815
SH
SOLE
164815
0
0
ILLINOIS TOOL WKS INC
COM
437076102
13782
63111
SH
SOLE
63111
0
0
INTEL CORP
COM
444859102
6949
18960
SH
SOLE
18960
0
0
INTERPUBLIC GROUP COS INC
COM
45167R104
5000
29069
SH
SOLE
29069
0
0
INTUIT
COM
452308109
4757
26480
SH
SOLE
26480
0
0
INVITATION HOMES INC
COM
458140100
7813
130551
SH
SOLE
130551
0
0
ISHARES GOLD TRUST
ISHARES
460690100
2432
105265
SH
SOLE
105265
0
0
ITAU UNIBANCO HLDG SA
SPON ADR REP PFD
461202103
1891
7219
SH
SOLE
7219
0
0
JANUS HENDERSON GROUP PLC
ORD SHS
46187W107
2026
67607
SH
SOLE
67607
0
0
JD COM INC
SPON ADR CL A
465562106
2034
222253
SH
SOLE
222253
0
0
JOHNSON & JOHNSON
COM
47215P106
2650
75217
SH
SOLE
75217
0
0
JPMORGAN CHASE & CO
COM
46625H100
32196
230961
SH
SOLE
230961
0
0
KEYSIGHT TECHNOLOGIES INC
COM
G4474Y214
1838
75157
SH
SOLE
75157
0
0
KIMCO RLTY CORP
COM
478160104
3954
27107
SH
SOLE
27107
0
0
KINDER MORGAN INC DEL
COM
49338L103
5765
56174
SH
SOLE
56174
0
0
LAUDER ESTEE COS INC
CL A
49446R109
863
41685
SH
SOLE
41685
0
0
LILLY ELI & CO
COM
49456B101
4421
208841
SH
SOLE
208841
0
0
LULULEMON ATHLETICA INC
COM
550021109
5993
25869
SH
SOLE
25869
0
0
M & T BK CORP
COM
55261F104
3963
23346
SH
SOLE
23346
0
0
MARKETAXESS HLDGS INC
COM
55354G100
2783
10779
SH
SOLE
10779
0
0
MARTIN MARIETTA MATLS INC
COM
57060D108
1858
4902
SH
SOLE
4902
0
0
MASTERCARD INC
CL A
573284106
8974
32090
SH
SOLE
32090
0
0
MAXIM INTEGRATED PRODS INC
COM
57636Q104
21790
72977
SH
SOLE
72977
0
0
MCDONALDS CORP
COM
57772K101
3760
61121
SH
SOLE
61121
0
0
MEDTRONIC PLC
SHS
580135101
15962
80776
SH
SOLE
80776
0
0
MERCK & CO INC
COM
G5960L103
1607
14165
SH
SOLE
14165
0
0
MICROSOFT CORP
COM
58933Y105
18163
199701
SH
SOLE
199701
0
0
MOBILE TELESYSTEMS PJSC
SPONSORED ADR
594918104
59262
375789
SH
SOLE
375789
0
0
MOHAWK INDS INC
COM
607409109
2383
234798
SH
SOLE
234798
0
0
MONDELEZ INTL INC
CL A
608190104
2463
18060
SH
SOLE
18060
0
0
MOODYS CORP
COM
609207105
9361
169955
SH
SOLE
169955
0
0
MORGAN STANLEY
COM NEW
615369105
9973
42006
SH
SOLE
42006
0
0
MSCI INC
COM
617446448
3580
70026
SH
SOLE
70026
0
0
NETAPP INC
COM
654106103
10918
107773
SH
SOLE
107773
0
0
NETEASE INC
SPONSORED ADS
67066G104
6298
26767
SH
SOLE
26767
0
0
NEXTERA ENERGY INC
COM
64110D104
2448
39329
SH
SOLE
39329
0
0
NIKE INC
CL B
64110W102
3954
12894
SH
SOLE
12894
0
0
NVIDIA CORP
COM
65339F101
19570
80813
SH
SOLE
80813
0
0
OMNICOM GROUP INC
COM
681919106
3438
42437
SH
SOLE
42437
0
0
ORACLE CORP
COM
68389X105
3922
74024
SH
SOLE
74024
0
0
PARSLEY ENERGY INC
CL A
693475105
2845
17823
SH
SOLE
17823
0
0
PAYCOM SOFTWARE INC
COM
693506107
4293
32161
SH
SOLE
32161
0
0
PEPSICO INC
COM
701877102
875
46264
SH
SOLE
46264
0
0
PNC FINL SVCS GROUP INC
COM
70432V102
2990
11295
SH
SOLE
11295
0
0
PPG INDS INC
COM
713448108
13194
96540
SH
SOLE
96540
0
0
PROCTER & GAMBLE CO
COM
742718109
23667
189490
SH
SOLE
189490
0
0
PROLOGIS INC
COM
74340W103
24504
274891
SH
SOLE
274891
0
0
QORVO INC
COM
74736K101
3848
33111
SH
SOLE
33111
0
0
QUALCOMM INC
COM
747525103
5671
64278
SH
SOLE
64278
0
0
REINSURANCE GRP OF AMERICA I
COM NEW
759351604
5632
34541
SH
SOLE
34541
0
0
REPUBLIC SVCS INC
COM
760759100
14072
156996
SH
SOLE
156996
0
0
S&P GLOBAL INC
COM
78409V104
15011
54977
SH
SOLE
54977
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
78462F103
1315
4087
SH
SOLE
4087
0
0
SEMPRA ENERGY
COM
816851109
11511
75987
SH
SOLE
75987
0
0
SERVICENOW INC
COM
81762P102
4950
17535
SH
SOLE
17535
0
0
SHERWIN WILLIAMS CO
COM
824348106
4857
8323
SH
SOLE
8323
0
0
SKYWORKS SOLUTIONS INC
COM
83088M102
1596
13204
SH
SOLE
13204
0
0
SLACK TECHNOLOGIES INC
COM CL A
83088V102
681
30272
SH
SOLE
30272
0
0
SPDR S&P 500 ETF TR
TR UNIT
855244109
15533
176670
SH
SOLE
176670
0
0
STARBUCKS CORP
COM
858119100
444
13052
SH
SOLE
13052
0
0
STEEL DYNAMICS INC
COM
863667101
8817
41997
SH
SOLE
41997
0
0
STRYKER CORP
COM
871607107
7846
56367
SH
SOLE
56367
0
0
SYNOPSYS INC
COM
871829107
4934
57686
SH
SOLE
57686
0
0
SYSCO CORP
COM
H84989104
6840
71366
SH
SOLE
71366
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
872540109
5268
86275
SH
SOLE
86275
0
0
TAKE-TWO INTERACTIVE SOFTWAR
COM
874039100
12241
210685
SH
SOLE
210685
0
0
TARGET CORP
COM
874054109
3516
28715
SH
SOLE
28715
0
0
TAYLOR MORRISON HOME CORP
COM
87612E106
14745
115010
SH
SOLE
115010
0
0
TE CONNECTIVITY LTD
REG SHS
87724P106
2889
132146
SH
SOLE
132146
0
0
TELEFONICA BRASIL SA
SPONSORED ADR
87936R106
1871
130690
SH
SOLE
130690
0
0
TELEPHONE & DATA SYS INC COM
COM NEW
879433829
2323
91335
SH
SOLE
91335
0
0
TEXAS INSTRS INC
COM
882508104
3899
30390
SH
SOLE
30390
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
9878
30406
SH
SOLE
30406
0
0
TJX COS INC NEW
COM
892672106
2947
63583
SH
SOLE
63583
0
0
TRADEWEB MKTS INC
CL A
902973304
13441
226701
SH
SOLE
226701
0
0
UBER TECHNOLOGIES INC
COM
90353T100
998
33541
SH
SOLE
33541
0
0
UNION PACIFIC CORP
COM
907818108
12438
68797
SH
SOLE
68797
0
0
UNITED RENTALS INC
COM
911363109
1652
9903
SH
SOLE
9903
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
20214
68760
SH
SOLE
68760
0
0
US BANCORP DEL
COM NEW
918204108
5266
52839
SH
SOLE
52839
0
0
V F CORP
COM
921909768
7551
135592
SH
SOLE
135592
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
68569
419077
SH
SOLE
419077
0
0
VANGUARD STAR FD
VG TL INTL STK F
922475108
3436
24427
SH
SOLE
24427
0
0
VEEVA SYS INC
CL A COM
92343E102
3818
19814
SH
SOLE
19814
0
0
VERISIGN INC
COM
92343V104
17538
285628
SH
SOLE
285628
0
0
VERIZON COMMUNICATIONS INC
COM
92532F100
1256
5736
SH
SOLE
5736
0
0
VERTEX PHARMACEUTICALS INC
COM
925550105
2428
161898
SH
SOLE
161898
0
0
VIAVI SOLUTIONS INC
COM
92826C839
23617
125689
SH
SOLE
125689
0
0
VISA INC
COM CL A
929160109
9627
66861
SH
SOLE
66861
0
0
VULCAN MATLS CO
COM
931427108
1283
21767
SH
SOLE
21767
0
0
WALGREENS BOOTS ALLIANCE INC
COM
94106L109
12848
112744
SH
SOLE
112744
0
0
WASTE MGMT INC DEL
COM
974155103
2907
33708
SH
SOLE
33708
0
0
WINGSTOP INC
COM
98421M106
3200
86802
SH
SOLE
86802
0
0
XEROX HOLDINGS CORP
COM NEW
98978V103
9132
69000
SH
SOLE
69000
0
0
ZOETIS INC
CL A
464285105
10189
702722
SH
SOLE
702722
0
0