Which New Zealand managed funds hold Southwest Airlines Co?

18 New Zealand managed funds hold Southwest Airlines Co as a direct holding, across 4 fund managers. Weights range from 0.000% to 0.030% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Southwest Airlines Co indirectly through an underlying fund or ETF are not counted, so this is a floor rather than a total.

Which NZ fund has the largest holding in Southwest Airlines Co?

Kernel S&P 500 (Unhedged) Fund has the largest direct holding at 0.030% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Southwest Airlines Co?

18 funds hold Southwest Airlines Co directly, across 4 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

FMA Disclose — full portfolio holdings

Direct holdings only. Funds that hold Southwest Airlines Co indirectly — through an underlying fund, trust or ETF — are not listed here. Disclose filings do not distinguish a wrapper from a security, so this page cannot see through one. It is a floor, not a total.

Fund	Manager	% of fund
Kernel S&P 500 (Unhedged) Fund	Kernel	0.030%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.030%
Simplicity High Growth Investment Fund	Simplicity	0.010%
Simplicity Hedged Global Share Fund	Simplicity	0.010%
Simplicity Unhedged Global Share Fund	Simplicity	0.010%
Harbour Balanced Growth Fund	Harbour	0.000%
Simplicity Conservative Investment Fund	Simplicity	0.000%
Simplicity Balanced Investment Fund	Simplicity	0.000%
Simplicity Growth Investment Fund	Simplicity	0.000%
Booster Wealth Moderate Fund	Booster	0.000%
Booster Wealth Balanced Fund	Booster	0.000%
Booster Wealth Growth Fund	Booster	0.000%
Booster Shielded Growth Fund	Booster	0.000%
Booster Socially Responsible Balanced Fund	Booster	0.000%
Booster Socially Responsible Growth Fund	Booster	0.000%
Booster Socially Responsible High Growth Fund	Booster	0.000%
Kernel Balanced Fund	Kernel	0.000%
Kernel High Growth Fund	Kernel	0.000%

Funds holding Southwest Airlines Co usually also hold

Companies that appear alongside Southwest Airlines Co in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 2 spellings were treated as Southwest Airlines Co — shown so you can check the grouping rather than take it on trust.

SOUTHWEST AIRLINES CO
Southwest Airlines Co

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