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
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$1.76B
2
+$30.9M
3
+$1.45M

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
27
$12.7M 0.88%
88,347
28
$12.7M 0.88%
260,420
29
$12.3M 0.85%
37,973
30
$12.1M 0.84%
68,084
31
$12.1M 0.83%
48,852
32
$12M 0.83%
384,203
33
$11.1M 0.77%
66,767
34
$10.8M 0.75%
34,632
35
$10M 0.69%
37,190
36
$10M 0.69%
311,214
37
$9.3M 0.64%
81,783
38
$9.05M 0.63%
41,686
39
$8.99M 0.62%
32,976
40
$8.8M 0.61%
57,476
41
$8.32M 0.58%
29,956
42
$8.3M 0.57%
232,979
43
$8.25M 0.57%
107,925
44
$8.19M 0.57%
219,698
45
$8.15M 0.56%
72,027
46
$7.81M 0.54%
46,385
47
$7.75M 0.54%
94,755
48
$7.39M 0.51%
68,013
49
$7.16M 0.5%
130,235
50
$6.93M 0.48%
50,977
1
2
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