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
$1.45B
AUM Growth
-$405M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$9.33M
2
+$9.26M
3
+$9.18M
4
PLD icon
Prologis
PLD
+$8.69M
5
INTU icon
Intuit
INTU
+$8.32M

Top Sells

1
+$16.1M
2
+$13M
3
+$12.2M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.6M
5
KO icon
Coca-Cola
KO
+$11.1M

Sector Composition

1 Technology 26.98%
2 Healthcare 17.34%
3 Consumer Discretionary 13.22%
4 Financials 11.55%
5 Communication Services 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.4M 0.93%
36,658
+1,752
27
$12.7M 0.88%
88,347
+39,833
28
$12.7M 0.88%
260,420
+110,400
29
$12.3M 0.85%
37,973
+9,363
30
$12.1M 0.84%
68,084
+51,698
31
$12.1M 0.83%
48,852
-10,674
32
$12M 0.83%
384,203
-288,123
33
$11.1M 0.77%
66,767
-15,262
34
$10.8M 0.75%
34,632
-146
35
$10M 0.69%
37,190
-8,499
36
$10M 0.69%
311,214
+98,822
37
$9.3M 0.64%
81,783
-4,671
38
$9.05M 0.63%
41,686
-11,142
39
$8.99M 0.62%
32,976
+11,043
40
$8.8M 0.61%
57,476
-5,580
41
$8.32M 0.58%
29,956
+13,786
42
$8.3M 0.57%
+232,979
43
$8.25M 0.57%
107,925
-11,458
44
$8.19M 0.57%
219,698
+96,641
45
$8.15M 0.56%
72,027
+13,155
46
$7.81M 0.54%
46,385
+3,182
47
$7.75M 0.54%
94,755
-17,650
48
$7.39M 0.51%
68,013
-112,504
49
$7.16M 0.5%
130,235
-12,591
50
$6.93M 0.48%
50,977
+4,569
1
2
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