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
$1.96B
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$15.9M
3
+$15.4M
4
MCO icon
Moody's
MCO
+$10.8M
5
AAPL icon
Apple
AAPL
+$10.7M

Top Sells

1
+$15.3M
2
+$11.2M
3
+$10.9M
4
CRM icon
Salesforce
CRM
+$10.5M
5
DHR icon
Danaher
DHR
+$9.78M

Sector Composition

1 Technology 23.84%
2 Consumer Discretionary 14.76%
3 Financials 14.09%
4 Healthcare 11.72%
5 Communication Services 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.1M 0.82%
483,291
27
$15.9M 0.81%
+49,948
28
$15.4M 0.78%
+35,661
29
$15.3M 0.78%
63,664
-15,574
30
$14.3M 0.73%
62,034
-11,389
31
$14.2M 0.73%
21,989
+2,905
32
$14M 0.71%
93,670
+15,509
33
$13.9M 0.71%
32,360
+7,487
34
$13.8M 0.7%
98,398
-1,301
35
$13.6M 0.69%
370,120
-15,542
36
$13.5M 0.69%
121,058
-49,093
37
$13.5M 0.69%
98,418
+21,926
38
$13.4M 0.68%
235,260
-71,750
39
$13.4M 0.68%
137,560
-22,714
40
$13.4M 0.68%
49,500
-36,238
41
$13.1M 0.67%
88,365
+11,415
42
$13.1M 0.67%
79,502
-12,922
43
$12.5M 0.64%
21,903
-7,735
44
$12.3M 0.63%
111,176
-46,423
45
$11.9M 0.61%
45,734
-6,672
46
$11.8M 0.6%
17,421
-2,698
47
$11.3M 0.58%
267,256
-263,900
48
$11.2M 0.57%
45,980
-16,944
49
$11.1M 0.57%
88,708
-21,204
50
$10.9M 0.56%
268,820
-181,280
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