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
$914M
AUM Growth
+$83.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$13.1M
3
+$10.6M
4
KR icon
Kroger
KR
+$9.71M
5
GILD icon
Gilead Sciences
GILD
+$9.63M

Top Sells

1
+$13.4M
2
+$13.1M
3
+$12.8M
4
MRK icon
Merck
MRK
+$12.5M
5
JPM icon
JPMorgan Chase
JPM
+$11.9M

Sector Composition

1 Technology 17.38%
2 Consumer Discretionary 15.55%
3 Financials 13.71%
4 Healthcare 9.74%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.4M 1.25%
168,453
-23,755
27
$11.3M 1.24%
35,549
+13,056
28
$10.7M 1.17%
85,357
+71,402
29
$10.4M 1.13%
119,545
+15,475
30
$10M 1.1%
19,489
-9,960
31
$9.71M 1.06%
+353,653
32
$9.38M 1.03%
+5,400
33
$8.65M 0.95%
50,236
-44,784
34
$8.5M 0.93%
+173,902
35
$7.86M 0.86%
55,071
-72,671
36
$7.8M 0.85%
246,222
+51,513
37
$7.43M 0.81%
+66,647
38
$7.42M 0.81%
145,522
-28,170
39
$7.17M 0.78%
+113,190
40
$6.92M 0.76%
36,597
+2,685
41
$6.78M 0.74%
+114,919
42
$6.74M 0.74%
27,026
-2,363
43
$6.73M 0.74%
153,091
-12,375
44
$6.6M 0.72%
80,903
-4,636
45
$6.08M 0.67%
20,629
-2,895
46
$6.03M 0.66%
131,359
-191,060
47
$5.88M 0.64%
+137,318
48
$5.63M 0.62%
32,402
+2,816
49
$5.45M 0.6%
36,006
+886
50
$5.44M 0.6%
34,495
+14,476
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2
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