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
$1.36B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$11.9M
3
+$9.97M
4
FRC
First Republic Bank
FRC
+$9.96M
5
TMO icon
Thermo Fisher Scientific
TMO
+$9.88M

Top Sells

1
+$14M
2
+$13.9M
3
+$11M
4
WMT icon
Walmart
WMT
+$10.8M
5
META icon
Meta Platforms (Facebook)
META
+$9.89M

Sector Composition

1 Technology 18.39%
2 Financials 14.99%
3 Consumer Discretionary 12.48%
4 Healthcare 11.91%
5 Communication Services 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13M 0.95%
61,139
-10,779
27
$12.8M 0.94%
112,744
+58,310
28
$12.4M 0.91%
68,797
+6,049
29
$12.2M 0.9%
210,685
-91,843
30
$12M 0.88%
57,096
-31,458
31
$11.5M 0.85%
151,974
+51,348
32
$11.1M 0.82%
48,426
+231
33
$10.9M 0.8%
107,773
-68,628
34
$10.6M 0.78%
165,372
+54,637
35
$10.5M 0.77%
35,681
+75
36
$10.3M 0.76%
129,177
+101,694
37
$10.2M 0.75%
351,361
38
$9.97M 0.73%
+42,006
39
$9.96M 0.73%
+84,760
40
$9.88M 0.73%
590,400
+316,550
41
$9.88M 0.73%
+30,406
42
$9.86M 0.72%
+54,034
43
$9.63M 0.71%
66,861
+34,586
44
$9.36M 0.69%
169,955
-164,303
45
$9.13M 0.67%
69,000
-26,486
46
$8.97M 0.66%
32,090
+17,455
47
$8.82M 0.65%
41,997
+4,446
48
$7.92M 0.58%
55,698
-14,081
49
$7.85M 0.58%
+56,367
50
$7.81M 0.57%
130,551
+17,571
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