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
$1.05B
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.5M
3
+$10.4M
4
AAPL icon
Apple
AAPL
+$10.4M
5
ADBE icon
Adobe
ADBE
+$10.3M

Top Sells

1
+$10.7M
2
+$9.98M
3
+$9.53M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$8.94M
5
TIF
Tiffany & Co.
TIF
+$7.61M

Sector Composition

1 Technology 18.37%
2 Financials 15.42%
3 Consumer Discretionary 14.11%
4 Healthcare 11.09%
5 Communication Services 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.5M 1.09%
167,560
-5,355
27
$11.4M 1.08%
224,280
-7,875
28
$11.3M 1.08%
326,754
+54,622
29
$11.2M 1.07%
39,781
+12,316
30
$10.6M 1%
43,011
-23,397
31
$10.4M 0.99%
+47,695
32
$9.82M 0.93%
19,688
+328
33
$9.8M 0.93%
+160,723
34
$9.77M 0.93%
100,971
-5,792
35
$9.71M 0.92%
57,479
-8,953
36
$9.16M 0.87%
+39,199
37
$8.64M 0.82%
484,484
+98,656
38
$8.47M 0.8%
65,637
-4,843
39
$8.17M 0.78%
77,136
+5,711
40
$8.15M 0.77%
35,892
+7,925
41
$8.04M 0.76%
2,707
+1,410
42
$7.59M 0.72%
+150,842
43
$7.45M 0.71%
71,107
-19,750
44
$6.88M 0.65%
102,786
-149,156
45
$6.57M 0.62%
142,231
-108,169
46
$6.51M 0.62%
174,032
+17,394
47
$6.26M 0.59%
38,249
-2,757
48
$6.22M 0.59%
+29,049
49
$5.99M 0.57%
32,473
-37
50
$5.88M 0.56%
+100,165
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