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
$1.45B
AUM Growth
-$405M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$9.33M
2
+$9.26M
3
+$9.18M
4
PLD icon
Prologis
PLD
+$8.69M
5
INTU icon
Intuit
INTU
+$8.32M

Top Sells

1
+$16.1M
2
+$13M
3
+$12.2M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.6M
5
KO icon
Coca-Cola
KO
+$11.1M

Sector Composition

1 Technology 26.98%
2 Healthcare 17.34%
3 Consumer Discretionary 13.22%
4 Financials 11.55%
5 Communication Services 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-2,196
227
– –
-7,249
228
– –
-12,474
229
– –
-36,119
230
– –
-9,076
231
– –
-81,370
232
– –
-59,900
233
– –
-63,833
234
– –
-50,436
235
– –
-18,451
236
– –
-140,731
237
– –
-5,832
238
– –
-44,059
239
– –
-96,913
240
– –
-29,125
241
– –
-13,697
242
– –
-20,544
243
– –
-34,824
244
– –
-18,532
245
– –
-2,486
246
– –
-41,535
247
– –
-72,433
248
– –
-11,913
6 7 8 9
10