Which New Zealand managed funds hold WATSCO INC?

16 New Zealand managed funds hold WATSCO INC as a direct holding, across 7 fund managers. Weights range from 0.000% to 4.76% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding WATSCO INC 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 WATSCO INC?

Stewart Investors Worldwide Leaders Fund has the largest direct holding at 4.76% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold WATSCO INC?

16 funds hold WATSCO INC directly, across 7 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 WATSCO INC 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
Stewart Investors Worldwide Leaders Fund	Stewart Investors	4.76%
Evidential Sustainable Targeted Factor Fund	Evidential	0.100%
BetaShares Global Sustainability Leaders Fund	BetaShares	0.090%
BetaShares Global Sustainability Leaders Fund (NZD Hedged)	BetaShares	0.090%
ACI Growth Fund	AACI	0.020%
Simplicity Hedged Global Share Fund	Simplicity	0.020%
Simplicity Unhedged Global Share Fund	Simplicity	0.020%
ACI Conservative Fund	AACI	0.010%
Mercer All Country Global Shares Index Fund	Mercer	0.010%
Simplicity Balanced Investment Fund	Simplicity	0.010%
Simplicity Growth Investment Fund	Simplicity	0.010%
Simplicity High Growth Investment Fund	Simplicity	0.010%
Booster Shielded Growth Fund	Booster	0.010%
Mercer Responsible Balanced Fund	Mercer	0.000%
Mercer Global Shares Fund	Mercer	0.000%
Simplicity Conservative Investment Fund	Simplicity	0.000%

Funds holding WATSCO INC usually also hold

Companies that appear alongside WATSCO INC 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 WATSCO INC — shown so you can check the grouping rather than take it on trust.

WATSCO INC
Watsco Inc

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