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
$1.16B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$80.1M
2
+$76.2M
3
+$15.5M
4
PFE icon
Pfizer
PFE
+$14M
5
QNST icon
QuinStreet
QNST
+$11.6M

Top Sells

1
+$14.3M
2
+$13.8M
3
+$13.3M
4
IQV icon
IQVIA
IQV
+$13.2M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$13.2M

Sector Composition

1 Consumer Discretionary 10.13%
2 Technology 8.6%
3 Healthcare 7.06%
4 Financials 6.24%
5 Communication Services 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.7M 0.92%
271,376
-209,862
27
$9.93M 0.86%
141,831
-11,602
28
$9.9M 0.85%
85,801
-34,141
29
$9.68M 0.83%
+156,128
30
$9.65M 0.83%
+87,267
31
$8.89M 0.77%
259,055
+149,150
32
$8.65M 0.75%
+164,333
33
$8.43M 0.73%
105,378
+2,707
34
$7.02M 0.61%
105,358
-157,653
35
$6.55M 0.56%
461,692
-26,972
36
$5.57M 0.48%
147,580
-6,855
37
$5.3M 0.46%
131,459
-100,442
38
$5.19M 0.45%
87,183
-158,068
39
$4.87M 0.42%
29,196
-2,085
40
$4.81M 0.41%
122,454
-1,171
41
$4.61M 0.4%
67,229
+8,615
42
$4.46M 0.38%
337,484
-44,241
43
$4.39M 0.38%
138,453
-60,138
44
$4.25M 0.37%
+126,059
45
$4.23M 0.36%
66,353
+322
46
$4.17M 0.36%
52,688
-59,664
47
$4.13M 0.36%
190,127
+556
48
$4.11M 0.35%
65,106
+176
49
$4.02M 0.35%
115,938
-25,100
50
$3.92M 0.34%
68,372
-81,149
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