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
$1.62B
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$6.78M
3
+$6.62M
4
KMI icon
Kinder Morgan
KMI
+$6.41M
5
ORCL icon
Oracle
ORCL
+$3.99M

Top Sells

1
+$15.9M
2
+$11.3M
3
+$9.26M
4
ACN icon
Accenture
ACN
+$7.45M
5
LLY icon
Eli Lilly
LLY
+$7.34M

Sector Composition

1 Technology 26.79%
2 Healthcare 15.69%
3 Financials 11.31%
4 Consumer Discretionary 10.36%
5 Communication Services 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.8M 0.98%
317,615
27
$15.5M 0.96%
181,556
28
$14.4M 0.89%
31,466
29
$14.2M 0.88%
334,930
-18,590
30
$14M 0.87%
219,210
-36,073
31
$14M 0.86%
30,222
32
$13.7M 0.85%
39,711
-13,658
33
$12.6M 0.78%
170,149
34
$12.4M 0.76%
27,857
-6,166
35
$12.3M 0.76%
99,292
-23,944
36
$12.3M 0.76%
35,984
-1,050
37
$12.1M 0.75%
84,586
38
$11.4M 0.71%
242,695
39
$11.3M 0.7%
50,073
40
$11.1M 0.69%
100,788
41
$10.9M 0.68%
51,707
42
$10.6M 0.65%
288,270
43
$10.4M 0.65%
23,695
+6,067
44
$9.51M 0.59%
27,354
45
$9.36M 0.58%
178,611
46
$9.29M 0.57%
1,463
-158
47
$9.25M 0.57%
217,720
48
$9.17M 0.57%
18,751
49
$9.02M 0.56%
210,950
50
$8.92M 0.55%
46,325
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