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
$1.05B
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.5M
3
+$10.4M
4
AAPL icon
Apple
AAPL
+$10.4M
5
ADBE icon
Adobe
ADBE
+$10.3M

Top Sells

1
+$10.7M
2
+$9.98M
3
+$9.53M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$8.94M
5
TIF
Tiffany & Co.
TIF
+$7.61M

Sector Composition

1 Technology 18.37%
2 Financials 15.42%
3 Consumer Discretionary 14.11%
4 Healthcare 11.09%
5 Communication Services 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.84M 0.55%
63,030
-73,057
52
$5.83M 0.55%
+34,941
53
$5.7M 0.54%
42,660
+2,256
54
$5.43M 0.52%
+20,032
55
$5.39M 0.51%
63,588
-60,034
56
$5.2M 0.49%
23,562
-3,898
57
$5.19M 0.49%
102,113
-7,374
58
$5.13M 0.49%
72,422
+8,157
59
$5.1M 0.48%
+59,748
60
$5.04M 0.48%
+72,408
61
$4.76M 0.45%
43,171
-29,273
62
$4.72M 0.45%
16,280
+11,922
63
$4.7M 0.45%
+220,941
64
$4.62M 0.44%
77,054
+6,972
65
$4.53M 0.43%
20,289
-2,099
66
$4.53M 0.43%
70,350
-2,026
67
$4.52M 0.43%
207,320
+3,384
68
$4.46M 0.42%
+26,124
69
$4.39M 0.42%
39,659
-12,139
70
$4.31M 0.41%
+39,275
71
$4.16M 0.4%
101,385
-42,314
72
$4.13M 0.39%
30,543
+1,248
73
$3.94M 0.37%
27,350
+17,874
74
$3.84M 0.36%
40,599
-28,600
75
$3.81M 0.36%
39,835
-12,749
1 2
3
4 5