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
$1.02B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$12.2M
3
+$11.7M
4
SIVB
SVB Financial Group
SIVB
+$10.9M
5
JNJ icon
Johnson & Johnson
JNJ
+$10.9M

Top Sells

1
+$13.3M
2
+$9.43M
3
+$9.38M
4
VMW
VMware, Inc
VMW
+$8.69M
5
BIIB icon
Biogen
BIIB
+$8.54M

Sector Composition

1 Technology 18.4%
2 Financials 16.07%
3 Consumer Discretionary 15.92%
4 Healthcare 9.38%
5 Industrials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.29M 0.62%
+41,006
52
$6.25M 0.62%
109,487
+36,503
53
$6.12M 0.6%
+61,247
54
$6M 0.59%
143,699
+6,381
55
$5.93M 0.58%
40,404
+24,616
56
$5.71M 0.56%
26,402
+11,030
57
$5.65M 0.56%
17,244
-3,385
58
$5.57M 0.55%
+188,560
59
$5.54M 0.55%
32,510
+108
60
$5.23M 0.52%
+27,768
61
$5.11M 0.5%
94,948
62
$5.09M 0.5%
34,532
+37
63
$4.84M 0.48%
64,265
-125,098
64
$4.8M 0.47%
51,798
-370
65
$4.73M 0.47%
607,328
-47,286
66
$4.72M 0.46%
+107,658
67
$4.69M 0.46%
174,212
+101,015
68
$4.64M 0.46%
22,388
+1,020
69
$4.61M 0.45%
52,584
-5,192
70
$4.59M 0.45%
70,082
+6,986
71
$4.57M 0.45%
+48,313
72
$4.5M 0.44%
66,763
-46,427
73
$4.5M 0.44%
72,376
+8,966
74
$4.43M 0.44%
+29,295
75
$4.42M 0.44%
201,882
-5,662
1 2
3
4 5