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
$1.93B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$19.1M
3
+$14.3M
4
AMT icon
American Tower
AMT
+$13.7M
5
EQIX icon
Equinix
EQIX
+$13.2M

Top Sells

1
+$25.8M
2
+$17.5M
3
+$17.4M
4
AAPL icon
Apple
AAPL
+$15.3M
5
FI icon
Fiserv
FI
+$14.9M

Sector Composition

1 Technology 23.35%
2 Consumer Discretionary 16.56%
3 Healthcare 12.27%
4 Financials 11.43%
5 Communication Services 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.5M 0.9%
76,950
-26,099
27
$16.9M 0.87%
73,423
-13,579
28
$16.7M 0.87%
450,100
+73,260
29
$16.3M 0.85%
51,264
+21,698
30
$16.3M 0.84%
483,291
+84,904
31
$15.3M 0.79%
132,247
+49,765
32
$15.3M 0.79%
52,406
+15,283
33
$15M 0.77%
29,638
-8,118
34
$14.7M 0.76%
160,274
+30,751
35
$14.3M 0.74%
92,424
+3,911
36
$14.1M 0.73%
455,350
+237,700
37
$13.7M 0.71%
+50,784
38
$13.5M 0.7%
99,699
-128,779
39
$13.3M 0.69%
89,428
-47,158
40
$13.2M 0.68%
+16,492
41
$13.2M 0.68%
385,662
+82,804
42
$13.1M 0.68%
109,912
-62,461
43
$13M 0.67%
62,924
-24,308
44
$12.9M 0.67%
53,891
+15,303
45
$12.6M 0.65%
216,171
+55,400
46
$12.4M 0.64%
50,807
+31,925
47
$11.7M 0.61%
+20,119
48
$11.6M 0.6%
78,161
+23,713
49
$10.9M 0.56%
+20,608
50
$10.7M 0.55%
19,441
+6,639
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