MILFORD KIWISAVER PLAN
Milford Kiwisaver Aggressive Fund — holdings changes
Top-10 portfolio holdings extracted from each FMA-mandated Quarterly Fund Update. The diff below shows what entered, exited, grew, or shrank between the two most recent quarters on file.
Comparing
7 September 2025 → 31 March 2026
Entered
5
Exited
5
Grew / Shrank / Held
2 / 3 / 0
Entered the top 10
- NVIDIA Corporation3.18% of fund
- Apple Inc.2.27% of fund
- NZD Cash Call Account (BNZ Bank)2.15% of fund
- AUD Cash Current Account (HSBC)2.02% of fund
- Alphabet Inc.1.84% of fund
Exited the top 10
- NZD CASH CALL ACCOUNT (BANK OF NEW ZEALAND)Cashwas 2.45%
- NATWEST GROUP PLCShareswas 1.97%
- COCA-COLA EUROPACIFIC PARTNERS PLCShareswas 1.96%
- JPY CASH CURRENT ACCOUNT (HSBC)Cashwas 1.82%
- ARAMARK LTDShareswas 1.68%
Increased weighting
- USD Cash Current Account (HSBC)3.63% → 7.05% (+3.42 pp)
- Shell Plc2.16% → 2.64% (+0.48 pp)
Decreased weighting
- Microsoft Corporation4.91% → 2.94% (-1.97 pp)
- Amazon.Com, Inc.3.98% → 2.92% (-1.06 pp)
- NZD Cash Current Account (HSBC)3.37% → 2.77% (-0.60 pp)
Current top holdings (31 March 2026)
| Asset | Class | Country | % of fund |
|---|---|---|---|
| USD Cash Current Account (HSBC) | — | — | 7.05% |
| NVIDIA Corporation | — | — | 3.18% |
| Microsoft Corporation | — | — | 2.94% |
| Amazon.Com, Inc. | — | — | 2.92% |
| NZD Cash Current Account (HSBC) | — | — | 2.77% |
| Shell Plc | — | — | 2.64% |
| Apple Inc. | — | — | 2.27% |
| NZD Cash Call Account (BNZ Bank) | — | — | 2.15% |
| AUD Cash Current Account (HSBC) | — | — | 2.02% |
| Alphabet Inc. | — | — | 1.84% |
Data sources
- FMA Disclose register — Quarterly Fund Updates
- Provider websites — issuer-published QFU PDFs
Top-10 holdings are a snapshot only; funds may hold many more positions outside the top-10. General information only — not financial advice.