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
$557M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1 +$49.4M
2 +$23.1M
3 +$22.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$21.5M
5
WFC icon
Wells Fargo
WFC
+$19.9M

Top Sells

No sells this quarter

Sector Composition

1 Financials 23.21%
2 Consumer Discretionary 15.75%
3 Consumer Staples 10.93%
4 Technology 10.91%
5 Communication Services 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$12M 2.16%
+194,691
27
$11.9M 2.13%
+158,543
28
$11.1M 1.99%
+154,148
29
$11.1M 1.99%
+445,097
30
$10.7M 1.91%
+163,322
31
$10.5M 1.89%
+128,479
32
$10.3M 1.85%
+210,879
33
$10.3M 1.84%
+153,226
34
$9.96M 1.79%
+348,961
35
$8.57M 1.54%
+269,096
36
$4.96M 0.89%
+85,301
37
$1.1M 0.2%
+6,156
38
$363K 0.07%
+4,232
39
$256K 0.05%
+8,749