KWILP

Kiwi Wealth Investments Limited Partnership Portfolio holdings

AUM $126M
1-Year Est. Return 18.28%
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.93B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$19.1M
3
+$14.3M
4
AMT icon
American Tower
AMT
+$13.7M
5
EQIX icon
Equinix
EQIX
+$13.2M

Top Sells

1
+$25.8M
2
+$17.5M
3
+$17.4M
4
AAPL icon
Apple
AAPL
+$15.3M
5
FISV
Fiserv Inc
FISV
+$14.9M

Sector Composition

1 Technology 23.35%
2 Consumer Discretionary 16.56%
3 Healthcare 12.27%
4 Financials 11.43%
5 Communication Services 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$422K 0.02%
5,674
227
$348K 0.02%
3,905
-6,165
228
$335K 0.02%
5,097
229
– –
-969,711
230
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-40,050
231
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-25,800
232
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-30,527
233
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-79,211
234
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-5,519
235
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-10,529
236
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-41,005
237
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-104,273
238
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-5,654
239
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-38,414
240
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-14,686
241
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-38,170
242
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-175,670
243
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-1,978
244
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-109,794
245
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-26,051
246
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-11,407
247
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-76,656
248
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-85,120
249
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-6,851
250
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-126,000
8 9
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