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
$1.5B
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$45.4M
3
+$33.4M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$21.1M
5
KR icon
Kroger
KR
+$13.5M

Top Sells

1
+$15M
2
+$12.9M
3
+$12.3M
4
LULU icon
lululemon athletica
LULU
+$8.99M
5
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$8.31M

Sector Composition

1 Technology 22.9%
2 Healthcare 17.39%
3 Financials 12.46%
4 Consumer Discretionary 11.15%
5 Consumer Staples 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.6M 1.17%
158,833
+87,994
27
$17.4M 1.16%
33,996
+20,351
28
$16.6M 1.1%
123,816
-32,925
29
$16.1M 1.07%
53,740
+16,550
30
$14.2M 0.94%
64,337
+56,790
31
$14.1M 0.94%
125,000
-22,748
32
$13.5M 0.89%
+301,781
33
$13.3M 0.88%
156,090
-42,699
34
$12.7M 0.85%
32,660
-6,440
35
$11.8M 0.79%
100,971
-33,474
36
$11.5M 0.76%
86,535
+33,174
37
$11.1M 0.74%
133,828
+70,429
38
$11.1M 0.74%
74,557
+23,580
39
$11.1M 0.74%
239,447
+19,749
40
$11M 0.73%
62,066
-6,018
41
$10.8M 0.72%
38,534
+3,902
42
$10.6M 0.7%
87,774
-48,334
43
$10.4M 0.69%
30,918
+10,442
44
$10.1M 0.67%
265,078
-46,136
45
$9.7M 0.65%
45,784
+20,981
46
$9.36M 0.62%
69,035
+22,650
47
$9.25M 0.62%
57,244
-232
48
$8.97M 0.6%
51,227
+24,559
49
$8.83M 0.59%
31,706
+8,036
50
$8.65M 0.58%
18,602
+8,175
1
2
3 4 5