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
$1.24B
AUM Growth
+$99.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$10.8M
3
+$10.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10M
5
IAU icon
iShares Gold Trust
IAU
+$9.91M

Top Sells

1
+$21.3M
2
+$10.6M
3
+$7.31M
4
HUM icon
Humana
HUM
+$6.94M
5
CSCO icon
Cisco
CSCO
+$6.77M

Sector Composition

1 Technology 17.65%
2 Consumer Discretionary 14.41%
3 Communication Services 12.91%
4 Healthcare 12.05%
5 Financials 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.1M 1.13%
302,528
+3,400
27
$14M 1.12%
123,366
+16,538
28
$13.2M 1.06%
61,502
+17,396
29
$12M 0.97%
71,918
+24,037
30
$11.9M 0.96%
95,486
+6,075
31
$10.9M 0.87%
46,774
+14,577
32
$10.8M 0.87%
+273,627
33
$10.7M 0.86%
48,195
-5,947
34
$10.6M 0.85%
121,992
+8,270
35
$10.3M 0.82%
+35,606
36
$10.2M 0.82%
62,748
+3,330
37
$9.91M 0.8%
+351,361
38
$9.72M 0.78%
238,781
-68,343
39
$9.7M 0.78%
69,779
+26,899
40
$9.04M 0.73%
+303,299
41
$8.72M 0.7%
2,004,080
-10,040
42
$8.47M 0.68%
95,783
-52,742
43
$8.41M 0.68%
42,467
+20,355
44
$8.19M 0.66%
180,281
+64,284
45
$8.12M 0.65%
37,551
-26,078
46
$7.89M 0.63%
52,829
-43,932
47
$7.43M 0.6%
+100,626
48
$7.18M 0.58%
69,300
-25,153
49
$7.17M 0.58%
37,245
+890
50
$7M 0.56%
58,109
-1,489
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