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
$1.06B
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.9M
3
+$11.8M
4
UNH icon
UnitedHealth
UNH
+$11.5M
5
MRK icon
Merck
MRK
+$9.33M

Top Sells

1
+$15.6M
2
+$11.4M
3
+$10.9M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$10.5M
5
BLK icon
Blackrock
BLK
+$9.82M

Sector Composition

1 Technology 18.2%
2 Healthcare 16.07%
3 Financials 15.81%
4 Consumer Discretionary 12.74%
5 Communication Services 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.65M 0.53%
127,583
+114,903
52
$5.63M 0.53%
+226,867
53
$5.42M 0.51%
54,661
-8,927
54
$5.33M 0.5%
68,973
-3,449
55
$5.3M 0.5%
+60,344
56
$5.13M 0.48%
+61,201
57
$5.11M 0.48%
65,958
-6,450
58
$5.05M 0.47%
14,284
-1,996
59
$5.03M 0.47%
68,986
-8,068
60
$5M 0.47%
63,499
-6,851
61
$4.91M 0.46%
+5,000,000
62
$4.89M 0.46%
86,670
-13,495
63
$4.81M 0.45%
194,721
-26,220
64
$4.58M 0.43%
52,043
+11,501
65
$4.57M 0.43%
+48,134
66
$4.56M 0.43%
+89,377
67
$4.55M 0.43%
117,672
-24,559
68
$4.54M 0.43%
39,573
-262
69
$4.53M 0.43%
25,106
+1,353
70
$4.46M 0.42%
39,194
-465
71
$4.39M 0.41%
+40,250
72
$4.39M 0.41%
38,736
-38,400
73
$4.27M 0.4%
25,556
-568
74
$4.24M 0.4%
31,102
+559
75
$4.02M 0.38%
39,208
-67
1 2
3
4 5