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
$1.73B
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$16.4M
3
+$16.3M
4
JNJ icon
Johnson & Johnson
JNJ
+$15.8M
5
HCA icon
HCA Healthcare
HCA
+$15M

Top Sells

1
+$20.6M
2
+$18.8M
3
+$18.2M
4
MRK icon
Merck
MRK
+$11.4M
5
AWK icon
American Water Works
AWK
+$10.3M

Sector Composition

1 Technology 25.62%
2 Healthcare 15.82%
3 Consumer Discretionary 15.12%
4 Financials 9.32%
5 Communication Services 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16M 0.93%
413,610
-27,838
27
$15.5M 0.89%
92,769
+34,943
28
$15.3M 0.89%
79,436
+19,866
29
$15.1M 0.87%
113,563
+49,574
30
$14.9M 0.86%
125,493
+83,193
31
$14.9M 0.86%
75,123
+52,395
32
$14.3M 0.83%
240,900
+24,830
33
$13.3M 0.77%
376,840
+254,405
34
$13.3M 0.77%
175,670
+103,440
35
$13M 0.75%
56,045
+14,478
36
$13M 0.75%
398,387
-558,211
37
$12.7M 0.74%
+52,227
38
$12.7M 0.73%
88,513
+7,959
39
$12.2M 0.71%
34,321
+14,355
40
$11.9M 0.69%
62,570
-17,333
41
$11.3M 0.66%
422,572
-123,221
42
$11.1M 0.64%
+148,775
43
$10.7M 0.62%
14,233
-8,282
44
$10.5M 0.61%
134,786
+19,152
45
$10.4M 0.6%
+25,122
46
$10.2M 0.59%
+263,436
47
$10.1M 0.58%
78,202
+14,409
48
$10.1M 0.58%
152,461
+76,922
49
$10.1M 0.58%
129,523
-122,761
50
$9.99M 0.58%
302,858
+67,698
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