0001555829-22-000003.txt : 20220517 0001555829-22-000003.hdr.sgml : 20220517 20220516173738 ACCESSION NUMBER: 0001555829-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220517 DATE AS OF CHANGE: 20220516 EFFECTIVENESS DATE: 20220517 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: 22931282 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 false 0001555829 XXXXXXXX 03-31-2022 03-31-2022 Kiwi Wealth Investments Limited Partnership
LEVEL 13, 20 BALLANCE STREET WELLINGTON Q2 6011
13F HOLDINGS REPORT 028-15009 N
Christian Sobell 0064800427384 Christian Sobell Wellington Q2 05-16-2022 0 207 1850830 false
INFORMATION TABLE 2 form13InfoTable_20220331.xml KWIM_13F_20220331 ABBOTT LABS COM 002824100 21366 180517 SH SOLE 180517 0 0 ABBVIE INC COM 00287Y109 10222 63056 SH SOLE 63056 0 0 ABM INDS INC COM 000957100 224 4867 SH SOLE 4867 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 5453 16170 SH SOLE 16170 0 0 ACTIVISION BLIZZARD INC COM 00507V109 1969 24576 SH SOLE 24576 0 0 ACUITY BRANDS INC COM 00508Y102 3696 19522 SH SOLE 19522 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 15904 34906 SH SOLE 34906 0 0 ADVANCED MICRO DEVICES INC COM 007903107 13053 119383 SH SOLE 119383 0 0 AES CORP COM 00130H105 5642 219295 SH SOLE 219295 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 925 6989 SH SOLE 6989 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 9406 86454 SH SOLE 86454 0 0 ALPHABET INC CAP STK CL C 02079K107 113376 40593 SH SOLE 40593 0 0 AMAZON COM INC COM 023135106 71455 21919 SH SOLE 21919 0 0 AMEDISYS INC COM 023436108 2660 15437 SH SOLE 15437 0 0 AMERICAN HOMES 4 RENT CL A 02665T306 5574 139248 SH SOLE 139248 0 0 AMERICAN TOWER CORP NEW COM 03027X100 8024 31942 SH SOLE 31942 0 0 AMERISOURCEBERGEN CORP COM 03073E105 2542 16433 SH SOLE 16433 0 0 AMPHENOL CORP NEW CL A 032095101 8002 106196 SH SOLE 106196 0 0 ANTHEM INC COM 036752103 7599 15469 SH SOLE 15469 0 0 AON PLC SHS CL A G0403H108 14878 45689 SH SOLE 45689 0 0 APPLE INC COM 037833100 115588 661976 SH SOLE 661976 0 0 APTIV PLC SHS G6095L109 1650 13786 SH SOLE 13786 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 5403 59858 SH SOLE 59858 0 0 ASHLAND GLOBAL HLDGS INC COM 044186104 2170 22046 SH SOLE 22046 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 6692 29410 SH SOLE 29410 0 0 AUTOZONE INC COM 053332102 5852 2862 SH SOLE 2862 0 0 AVALONBAY CMNTYS INC COM 053484101 8495 34201 SH SOLE 34201 0 0 BAIDU INC SPON ADR REP A 056752108 1195 9033 SH SOLE 9033 0 0 BANK NEW YORK MELLON CORP COM 064058100 2336 47059 SH SOLE 47059 0 0 BANK OZK COM 06417N103 1303 30523 SH SOLE 30523 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2487 7047 SH SOLE 7047 0 0 BEST BUY INC COM 086516101 2274 25019 SH SOLE 25019 0 0 BIOHAVEN PHARMACTL HLDG CO L COM G11196105 1413 11913 SH SOLE 11913 0 0 BK OF AMERICA CORP COM 060505104 27713 672326 SH SOLE 672326 0 0 BLACKROCK INC COM 09247X101 7011 9175 SH SOLE 9175 0 0 BLOCK H & R INC COM 093671105 2388 91700 SH SOLE 91700 0 0 BOSTON SCIENTIFIC CORP COM 101137107 5450 123057 SH SOLE 123057 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 1999 27375 SH SOLE 27375 0 0 BROADCOM INC COM 11135F101 9446 15002 SH SOLE 15002 0 0 CARDINAL HEALTH INC COM 14149Y108 2074 36583 SH SOLE 36583 0 0 CATERPILLAR INC COM 149123101 6709 30109 SH SOLE 30109 0 0 CBRE GROUP INC CL A 12504L109 1493 16318 SH SOLE 16318 0 0 CDW CORP COM 12514G108 2198 12288 SH SOLE 12288 0 0 CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202 936 27477 SH SOLE 27477 0 0 CHECK POINT SOFTWARE TECH LT ORD M22465104 3951 28579 SH SOLE 28579 0 0 CHEMOURS CO COM 163851108 1018 32332 SH SOLE 32332 0 0 CHENIERE ENERGY INC COM NEW 16411R208 3907 28178 SH SOLE 28178 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 10865 6868 SH SOLE 6868 0 0 CHUBB LIMITED COM H1467J104 1635 7642 SH SOLE 7642 0 0 CINTAS CORP COM 172908105 11706 27518 SH SOLE 27518 0 0 COCA COLA CO COM 191216100 11056 178330 SH SOLE 178330 0 0 CORTEVA INC COM 22052L104 5896 102571 SH SOLE 102571 0 0 COSTCO WHSL CORP NEW COM 22160K105 20669 35893 SH SOLE 35893 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 7975 43203 SH SOLE 43203 0 0 CROWN HLDGS INC COM 228368106 596 4767 SH SOLE 4767 0 0 CVS HEALTH CORP COM 126650100 7351 72631 SH SOLE 72631 0 0 D R HORTON INC COM 23331A109 5205 69861 SH SOLE 69861 0 0 DANAHER CORPORATION COM 235851102 19450 66306 SH SOLE 66306 0 0 DEERE & CO COM 244199105 258 622 SH SOLE 622 0 0 DELEK US HLDGS INC NEW COM 24665A103 843 39732 SH SOLE 39732 0 0 DELL TECHNOLOGIES INC CL C 24703L202 4299 85659 SH SOLE 85659 0 0 DICKS SPORTING GOODS INC COM 253393102 2755 27545 SH SOLE 27545 0 0 DILLARDS INC CL A 254067101 2113 7873 SH SOLE 7873 0 0 DISNEY WALT CO COM 254687106 2648 19308 SH SOLE 19308 0 0 DOMINION ENERGY INC COM 25746U109 5087 59872 SH SOLE 59872 0 0 DROPBOX INC CL A 26210C104 353 15182 SH SOLE 15182 0 0 DUKE REALTY CORP COM NEW 264411505 8292 142826 SH SOLE 142826 0 0 DYNAVAX TECHNOLOGIES CORP COM NEW 268158201 2071 191048 SH SOLE 191048 0 0 EDWARD LIFESCIENCES CORP COM 28176E108 5801 49282 SH SOLE 49282 0 0 EXELON CORP COM 30161N101 1083 22729 SH SOLE 22729 0 0 EXPEDIA GROUP INC COM NEW 30212P303 8142 41610 SH SOLE 41610 0 0 EXPEDITORS INTL WASH INC COM 302130109 4091 39661 SH SOLE 39661 0 0 FIRST REP BK SAN FRANCISCO C COM 33616C100 7864 48514 SH SOLE 48514 0 0 FIRSTENERGY CORP COM 337932107 611 13334 SH SOLE 13334 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 619 2486 SH SOLE 2486 0 0 FLEX LTD ORD Y2573F102 962 51842 SH SOLE 51842 0 0 FORD MTR CO DEL COM 345370860 4033 238469 SH SOLE 238469 0 0 FORTINET INC COM 34959E109 3600 10535 SH SOLE 10535 0 0 GARTNER INC COM 366651107 1492 5017 SH SOLE 5017 0 0 GENERAC HLDGS INC COM 368736104 7898 26568 SH SOLE 26568 0 0 GENTHERM INC COM 37253A103 698 9554 SH SOLE 9554 0 0 GERDAU SA SPON ADR REP PFD 373737105 2260 351400 SH SOLE 351400 0 0 GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 2509 72433 SH SOLE 72433 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 4140 12542 SH SOLE 12542 0 0 HCA HEALTHCARE INC COM 40412C101 8243 32889 SH SOLE 32889 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 5023 300573 SH SOLE 300573 0 0 HOLOGIC INC COM 436440101 2952 38421 SH SOLE 38421 0 0 HOME DEPOT INC COM 437076102 23171 77408 SH SOLE 77408 0 0 HP INC COM 40434L105 4539 125034 SH SOLE 125034 0 0 ICICI BANK LIMITED ADR 45104G104 5699 300872 SH SOLE 300872 0 0 IDEXX LABS INC COM 45168D104 5495 10045 SH SOLE 10045 0 0 INSPERITY INC COM 45778Q107 526 5234 SH SOLE 5234 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 704 5328 SH SOLE 5328 0 0 INTERPUBLIC GROUP COS INC COM 460690100 4189 118172 SH SOLE 118172 0 0 INTUIT COM 461202103 8423 17517 SH SOLE 17517 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 8278 27439 SH SOLE 27439 0 0 INVITATION HOMES INC COM 46187W107 5652 140677 SH SOLE 140677 0 0 IQVIA HLDGS INC COM 46266C105 12214 52828 SH SOLE 52828 0 0 ISHARES GOLD TR ISHARES NEW 464285204 19876 539660 SH SOLE 539660 0 0 ISHARES TR CORE S&P500 ETF 464287200 25165 55467 SH SOLE 55467 0 0 ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 4676 818995 SH SOLE 818995 0 0 JD. COM SPON ADR CL A 47215P106 2776 47970 SH SOLE 47970 0 0 JEFFERIES FINL GROUP INC COM 47233W109 3485 106082 SH SOLE 106082 0 0 JOHNSON & JOHNSON COM 478160104 2904 16386 SH SOLE 16386 0 0 JOHNSON CTLS INTL PLC SHS G51502105 5277 80475 SH SOLE 80475 0 0 JPMORGAN CHASE & CO COM 46625H100 10077 73918 SH SOLE 73918 0 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 5302 33565 SH SOLE 33565 0 0 KLA CORP COM NEW 482480100 1763 4816 SH SOLE 4816 0 0 KORN FERRY COM NEW 500643200 1512 23289 SH SOLE 23289 0 0 KULICKE & SOFFA INDS INC COM 501242101 2385 42577 SH SOLE 42577 0 0 LAM RESEARCH CORP COM 512807108 4856 9033 SH SOLE 9033 0 0 LAUDER ESTEE COS INC CL A 518439104 4952 18183 SH SOLE 18183 0 0 LILLY ELI & CO COM 532457108 8193 28610 SH SOLE 28610 0 0 LINDE PLC SHS G5494J103 1806 5653 SH SOLE 5653 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 3564 30295 SH SOLE 30295 0 0 LOWES COS INC COM 548661107 5952 29437 SH SOLE 29437 0 0 LULULEMON ATHLETICA INC COM 550021109 8011 21933 SH SOLE 21933 0 0 MANHATTAN ASSOCIATES INC COM 562750109 3248 23418 SH SOLE 23418 0 0 MARRIOTT INTL INC NEW CL A 571903202 8156 46408 SH SOLE 46408 0 0 MARSH & MCLENNAN COS INC COM 571748102 6706 39347 SH SOLE 39347 0 0 MARTIN MARIETTA MATLS INC COM 573284106 8284 21523 SH SOLE 21523 0 0 MARVELL TECHNOLOGY INC COM 573874104 10413 145212 SH SOLE 145212 0 0 MASTERCARD INCORPORATED CL A 57636Q104 20553 57511 SH SOLE 57511 0 0 MATSON INC COM 57686G105 3024 25069 SH SOLE 25069 0 0 MCDONALDS CORP COM 580135101 14720 59526 SH SOLE 59526 0 0 MCKESSON CORP COM 58155Q103 5869 19170 SH SOLE 19170 0 0 MERCK & CO INC COM 58933Y105 5388 65662 SH SOLE 65662 0 0 META PLATFORMS INC CL A 30303M102 38197 171781 SH SOLE 171781 0 0 METTLER TOLEDO INTERNATIONAL COM 592688105 5196 3784 SH SOLE 3784 0 0 MICRON TECHNOLOGY INC COM 595112103 3000 38520 SH SOLE 38520 0 0 MICROSOFT CORP COM 594918104 114460 371251 SH SOLE 371251 0 0 MODERNA INC COM 60770K107 2880 16721 SH SOLE 16721 0 0 MOMENTIVE GLOBAL INC COM 60878Y108 634 39003 SH SOLE 39003 0 0 MONDELEZ INTL INC CL A 609207105 7025 111895 SH SOLE 111895 0 0 MOODYS CORP COM 615369105 10694 31695 SH SOLE 31695 0 0 MORGAN STANLEY COM NEW 617446448 15851 181356 SH SOLE 181356 0 0 MOSAIC CO NEW COM 61945C103 2502 37627 SH SOLE 37627 0 0 MSCI INC COM 55354G100 10686 21250 SH SOLE 21250 0 0 NETAPP INC COM 64110D104 2998 36119 SH SOLE 36119 0 0 NETFLIX INC COM 64110L106 2715 7249 SH SOLE 7249 0 0 NEXSTAR MEDIA GROUP INC CL A 65336K103 1711 9076 SH SOLE 9076 0 0 NEXTERA ENERGY INC COM 65339F101 10808 127587 SH SOLE 127587 0 0 NIKE INC CL B 654106103 17978 133605 SH SOLE 133605 0 0 NORFOLK SOUTHN CORP COM 655844108 3558 12474 SH SOLE 12474 0 0 NORTONLIFELOCK INC COM 668771108 2034 76704 SH SOLE 76704 0 0 NVIDIA CORPORATION COM 67066G104 21618 79229 SH SOLE 79229 0 0 NVR INC COM 62944T105 5035 1127 SH SOLE 1127 0 0 ONEOK INC NEW COM 682680103 5747 81370 SH SOLE 81370 0 0 OTIS WORLDWIDE CORP COM 68902V107 5912 76823 SH SOLE 76823 0 0 PALO ALTO NETWORKS INC COM 697435105 391 628 SH SOLE 628 0 0 PAYCHEX INC COM 704326107 3801 27850 SH SOLE 27850 0 0 PBF ENERGY INC CL A 69318G106 1857 76214 SH SOLE 76214 0 0 PEPSICO INC COM 713448108 13730 82029 SH SOLE 82029 0 0 PFIZER INC COM 717081103 23851 460717 SH SOLE 460717 0 0 PINNACLE FINL PARTNERS INC COM 72346Q104 711 7726 SH SOLE 7726 0 0 PNC FINL SVCS GROUP INC COM 693475105 13713 74343 SH SOLE 74343 0 0 PROCTER AND GAMBLE CO COM 742718109 17267 113001 SH SOLE 113001 0 0 PROLOGIS INC. COM 74340W103 18772 116250 SH SOLE 116250 0 0 PUBLIC STORAGE COM 74460D109 13573 34778 SH SOLE 34778 0 0 PULTE GROUP INC COM 745867101 2510 59900 SH SOLE 59900 0 0 RAYMOND JAMES FINL INC COM 754730109 4796 43639 SH SOLE 43639 0 0 REGENERON PHARMACEUTICALS COM 75886F107 6699 9592 SH SOLE 9592 0 0 ROBERT HALF INTL INC COM 770323103 4334 37957 SH SOLE 37957 0 0 S&P GLOBAL INC COM 78409V104 15865 38679 SH SOLE 38679 0 0 SALESFORCE COM INC COM 79466L302 11377 53584 SH SOLE 53584 0 0 SEALED AIR CORP NEW COM 81211K100 4148 61952 SH SOLE 61952 0 0 SERVICE CORP INTL COM 817565104 3138 47682 SH SOLE 47682 0 0 SERVICENOW INC COM 81762P102 8021 14403 SH SOLE 14403 0 0 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 3784 50436 SH SOLE 50436 0 0 STARBUCKS CORP COM 855244109 5807 63833 SH SOLE 63833 0 0 STRIDE INC COM 86333M108 2131 58650 SH SOLE 58650 0 0 STRYKER CORPORATION COM 863667101 5340 19974 SH SOLE 19974 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORD ADS 874039100 11719 112405 SH SOLE 112405 0 0 TARGET CORP COM 87612E106 22699 106961 SH SOLE 106961 0 0 TATA MTRS LTD SPONSORED ADR 876568502 3723 133201 SH SOLE 133201 0 0 TE CONNECTIVITY LTD SHS H84989104 7711 58872 SH SOLE 58872 0 0 TELEDYNE TECHNOLOGIES INC COM 879360105 8720 18451 SH SOLE 18451 0 0 TESLA INC COM 88160R101 28873 26794 SH SOLE 26794 0 0 TETRA TECH INC NEW COM 88162G103 5194 31492 SH SOLE 31492 0 0 TEXAS INSTRS INC COM 882508104 8084 44059 SH SOLE 44059 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 21879 37042 SH SOLE 37042 0 0 TRAVELERS COMPANIES INC COM 89417E109 1066 5832 SH SOLE 5832 0 0 TRUIST FINL CORP COM 89832Q109 7979 140731 SH SOLE 140731 0 0 UDR INC COM 902653104 5560 96913 SH SOLE 96913 0 0 ULTA BEAUTY INC COM 90384S303 5223 13117 SH SOLE 13117 0 0 UNION PAC CORP COM 907818108 7957 29125 SH SOLE 29125 0 0 UNITEDHEALTH GROUP INC COM 91324P102 43809 85906 SH SOLE 85906 0 0 UNIVAR SOLUTIONS INC COM 91336L107 551 17138 SH SOLE 17138 0 0 VAIL RESORTS INC COM 91879Q109 572 2196 SH SOLE 2196 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 20328 89289 SH SOLE 89289 0 0 VANGUARD STAR FD VG TL INTL STK F 921909768 381 6378 SH SOLE 6378 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 3575 13697 SH SOLE 13697 0 0 VICI PPTYS INC COM 925652109 5512 193661 SH SOLE 193661 0 0 VISA INC COM CL A 92826C839 33437 150772 SH SOLE 150772 0 0 VISTEON CORP COM NEW 92839U206 1171 10727 SH SOLE 10727 0 0 VMWARE INC CL A COM 928563402 4730 41535 SH SOLE 41535 0 0 VULCAN MATLS CO COM 929160109 8012 43612 SH SOLE 43612 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 920 20544 SH SOLE 20544 0 0 WALMART INC COM 931142103 10952 73544 SH SOLE 73544 0 0 WASTE CONNECTIONS INC COM 94106B101 12249 87684 SH SOLE 87684 0 0 WASTE MGMT INC DEL COM 94106L109 4546 28683 SH SOLE 28683 0 0 WEYERHAEUSER CO MTN BE COM NEW 962166104 5060 133506 SH SOLE 133506 0 0 WHIRLPOOL CORP COM 963320106 3202 18532 SH SOLE 18532 0 0 WORKDAY INC CL A 98138H101 8339 34824 SH SOLE 34824 0 0 WYNDHAM HOTELS & RESORTS INC COM 98311A105 6114 72194 SH SOLE 72194 0 0 YETI HLDGS INC COM 98585X104 2647 44128 SH SOLE 44128 0 0 ZOETIS INC CL A 98978V103 5433 28807 SH SOLE 28807 0 0