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
$1.1B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$11.3M
3
+$11.1M
4
HCA icon
HCA Healthcare
HCA
+$9.88M
5
NOW icon
ServiceNow
NOW
+$8.85M

Top Sells

1
+$18.9M
2
+$8.43M
3
+$7.99M
4
UNH icon
UnitedHealth
UNH
+$7.55M
5
HD icon
Home Depot
HD
+$6.93M

Sector Composition

1 Technology 18.85%
2 Healthcare 17.42%
3 Consumer Discretionary 17.18%
4 Financials 10.88%
5 Communication Services 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.1M 1.01%
+111,117
27
$10.3M 0.94%
269,266
-33,592
28
$10.3M 0.94%
133,064
+23,274
29
$10.3M 0.94%
5,908
+1,115
30
$10.3M 0.93%
71,375
+34,886
31
$10M 0.91%
50,730
+21,057
32
$9.88M 0.9%
+75,756
33
$9.63M 0.87%
119,751
+9,481
34
$9.42M 0.86%
101,178
+27,733
35
$8.96M 0.81%
88,976
-1,793
36
$8.85M 0.8%
+35,911
37
$8.83M 0.8%
+237,686
38
$8.8M 0.8%
55,568
-14,772
39
$8.54M 0.78%
101,377
-27,030
40
$8.12M 0.74%
152,508
-3,898
41
$7.89M 0.72%
195,930
+24,228
42
$7.86M 0.71%
179,792
+146,395
43
$7.61M 0.69%
141,730
-1,038
44
$7.49M 0.68%
29,018
-15,073
45
$7.36M 0.67%
25,661
-3,731
46
$7.28M 0.66%
61,210
+2,960
47
$7.14M 0.65%
43,548
-713
48
$7.03M 0.64%
+38,524
49
$6.92M 0.63%
212,979
-47,472
50
$6.73M 0.61%
89,316
+53,794
1
2
3 4 5