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
$914M
AUM Growth
+$83.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$13.1M
3
+$10.6M
4
KR icon
Kroger
KR
+$9.71M
5
GILD icon
Gilead Sciences
GILD
+$9.63M

Top Sells

1
+$13.4M
2
+$13.1M
3
+$12.8M
4
MRK icon
Merck
MRK
+$12.5M
5
JPM icon
JPMorgan Chase
JPM
+$11.9M

Sector Composition

1 Technology 17.38%
2 Consumer Discretionary 15.55%
3 Financials 13.71%
4 Healthcare 9.74%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.37M 0.59%
57,776
+34,522
52
$5.12M 0.56%
20,091
+15,002
53
$4.79M 0.52%
52,168
-1,869
54
$4.72M 0.52%
21,368
-30,597
55
$4.71M 0.52%
123,029
-64,733
56
$4.6M 0.5%
63,410
+21,032
57
$4.59M 0.5%
+29,302
58
$4.58M 0.5%
63,096
+3,498
59
$4.57M 0.5%
35,609
-37,829
60
$4.5M 0.49%
+53,337
61
$4.47M 0.49%
+72,984
62
$4.41M 0.48%
70,530
-38,374
63
$4.36M 0.48%
207,544
+21,978
64
$4.25M 0.47%
654,614
+30,286
65
$4.13M 0.45%
+106,991
66
$3.99M 0.44%
+34,678
67
$3.88M 0.43%
94,948
68
$3.88M 0.42%
+65,362
69
$3.86M 0.42%
120,548
-7,996
70
$3.83M 0.42%
+64,360
71
$3.82M 0.42%
+208,467
72
$3.79M 0.41%
55,347
-4,578
73
$3.68M 0.4%
+143,210
74
$3.56M 0.39%
88,925
+3,943
75
$3.52M 0.39%
+84,913
1 2
3
4 5