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
$1.16B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$80.1M
2
+$76.2M
3
+$15.5M
4
PFE icon
Pfizer
PFE
+$14M
5
QNST icon
QuinStreet
QNST
+$11.6M

Top Sells

1
+$14.3M
2
+$13.8M
3
+$13.3M
4
IQV icon
IQVIA
IQV
+$13.2M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$13.2M

Sector Composition

1 Consumer Discretionary 10.13%
2 Technology 8.6%
3 Healthcare 7.06%
4 Financials 6.24%
5 Communication Services 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.77M 0.33%
243,083
-88,479
52
$3.73M 0.32%
+147,830
53
$3.72M 0.32%
113,188
-52,930
54
$3.64M 0.31%
90,366
-8,981
55
$3.62M 0.31%
+134,316
56
$3.55M 0.31%
+150,069
57
$3.53M 0.3%
52,160
-4,280
58
$3.53M 0.3%
39,197
+1,406
59
$3.47M 0.3%
48,114
-13,718
60
$3.46M 0.3%
+100,089
61
$3.45M 0.3%
78,806
-20,566
62
$3.44M 0.3%
+43,892
63
$3.44M 0.3%
54,226
+2,545
64
$3.41M 0.29%
47,183
-1,637
65
$3.38M 0.29%
19,273
-110
66
$3.37M 0.29%
68,070
+5,212
67
$3.36M 0.29%
39,577
+1,889
68
$3.36M 0.29%
46,608
+4,485
69
$3.36M 0.29%
44,957
-3,577
70
$3.35M 0.29%
+277,693
71
$3.34M 0.29%
+121,906
72
$3.34M 0.29%
+73,546
73
$3.34M 0.29%
42,680
+5,004
74
$3.34M 0.29%
17,561
-340
75
$3.33M 0.29%
+49,238
1 2
3
4 5