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
$1.06B
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.9M
3
+$11.8M
4
UNH icon
UnitedHealth
UNH
+$11.5M
5
MRK icon
Merck
MRK
+$9.33M

Top Sells

1
+$15.6M
2
+$11.4M
3
+$10.9M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$10.5M
5
BLK icon
Blackrock
BLK
+$9.82M

Sector Composition

1 Technology 18.2%
2 Healthcare 16.07%
3 Financials 15.81%
4 Consumer Discretionary 12.74%
5 Communication Services 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.8M 1.01%
146,704
-14,019
27
$10.8M 1.01%
51,945
-40,711
28
$10.3M 0.97%
34,990
-4,791
29
$9.98M 0.94%
252,852
-73,902
30
$9.33M 0.88%
+137,778
31
$9.2M 0.86%
36,123
-3,076
32
$9.05M 0.85%
44,613
-20,496
33
$8.33M 0.78%
124,708
-65,426
34
$8.14M 0.76%
+96,053
35
$7.83M 0.74%
36,300
-11,395
36
$7.79M 0.73%
43,837
-13,642
37
$7.77M 0.73%
+86,478
38
$7.59M 0.71%
299,407
-306,128
39
$7.27M 0.68%
149,409
-224,493
40
$7.16M 0.67%
171,158
+111,683
41
$7.08M 0.66%
+160,204
42
$7.06M 0.66%
51,126
+43,433
43
$6.51M 0.61%
90,803
-11,983
44
$6.23M 0.59%
65,901
+2,871
45
$6.04M 0.57%
29,116
-3,357
46
$6.03M 0.57%
35,414
-2,835
47
$6.02M 0.57%
+53,821
48
$6.01M 0.57%
41,600
-1,060
49
$5.88M 0.55%
61,209
-39,762
50
$5.82M 0.55%
20,032
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