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
$1.02B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$12.2M
3
+$11.7M
4
SIVB
SVB Financial Group
SIVB
+$10.9M
5
JNJ icon
Johnson & Johnson
JNJ
+$10.9M

Top Sells

1
+$13.3M
2
+$9.43M
3
+$9.38M
4
VMW
VMware, Inc
VMW
+$8.69M
5
BIIB icon
Biogen
BIIB
+$8.54M

Sector Composition

1 Technology 18.4%
2 Financials 16.07%
3 Consumer Discretionary 15.92%
4 Healthcare 9.38%
5 Industrials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.5M 1.13%
172,915
+4,462
27
$10.9M 1.08%
232,155
-2,765
28
$10.9M 1.07%
+45,437
29
$10.7M 1.05%
+66,432
30
$10.5M 1.03%
19,360
-129
31
$9.89M 0.97%
106,763
-12,782
32
$9.64M 0.95%
123,622
-53,524
33
$9.58M 0.94%
272,132
+25,910
34
$9.53M 0.94%
+207,205
35
$9.13M 0.9%
+90,857
36
$8.05M 0.79%
70,480
+34,871
37
$7.85M 0.77%
+71,425
38
$7.72M 0.76%
79,017
+56,025
39
$7.59M 0.75%
+173,521
40
$7.53M 0.74%
72,444
-77,953
41
$7.45M 0.73%
69,199
+2,552
42
$7.26M 0.72%
+385,828
43
$7.26M 0.71%
+180,408
44
$6.92M 0.68%
+119,565
45
$6.92M 0.68%
27,460
+7,369
46
$6.86M 0.68%
+58,972
47
$6.74M 0.66%
+151,566
48
$6.71M 0.66%
27,967
+941
49
$6.42M 0.63%
27,465
-9,132
50
$6.33M 0.62%
156,638
+3,547
1
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