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
$1.85B
AUM Growth
-$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12.4M
3
+$12.4M
4
TSLA icon
Tesla
TSLA
+$11.5M
5
AMZN icon
Amazon
AMZN
+$11.3M

Top Sells

1
+$81.4M
2
+$14.5M
3
+$12.4M
4
BLK icon
Blackrock
BLK
+$12.1M
5
JPM icon
JPMorgan Chase
JPM
+$11.8M

Sector Composition

1 Technology 24.87%
2 Consumer Discretionary 15.15%
3 Healthcare 14.78%
4 Financials 12.33%
5 Communication Services 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.9M 0.86%
38,679
+5,342
27
$15.9M 0.86%
181,356
+66,365
28
$14.9M 0.8%
45,689
-12,813
29
$14.7M 0.8%
59,526
-10,184
30
$13.7M 0.74%
82,029
-926
31
$13.7M 0.74%
74,343
+871
32
$13.6M 0.73%
34,778
+298
33
$13.1M 0.71%
119,383
+32,175
34
$12.2M 0.66%
87,684
+24,938
35
$12.2M 0.66%
52,828
+2,484
36
$11.7M 0.63%
112,405
+15,305
37
$11.7M 0.63%
110,072
+54,360
38
$11.4M 0.61%
53,584
+19,332
39
$11.1M 0.6%
178,330
+34,254
40
$11M 0.59%
220,632
-91,260
41
$10.9M 0.59%
343,400
+91,900
42
$10.8M 0.58%
127,587
-1,028
43
$10.7M 0.58%
31,695
+9,713
44
$10.7M 0.58%
21,250
+16,510
45
$10.4M 0.56%
145,212
+47,121
46
$10.2M 0.55%
63,056
-3,928
47
$10.1M 0.54%
73,918
-86,229
48
$9.45M 0.51%
150,020
+6,890
49
$9.41M 0.51%
86,454
+8,183
50
$8.72M 0.47%
18,451
-6,182
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