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
$1.1B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$11.3M
3
+$11.1M
4
HCA icon
HCA Healthcare
HCA
+$9.88M
5
NOW icon
ServiceNow
NOW
+$8.85M

Top Sells

1
+$18.9M
2
+$8.43M
3
+$7.99M
4
UNH icon
UnitedHealth
UNH
+$7.55M
5
HD icon
Home Depot
HD
+$6.93M

Sector Composition

1 Technology 18.85%
2 Healthcare 17.42%
3 Consumer Discretionary 17.18%
4 Financials 10.88%
5 Communication Services 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.66M 0.6%
24,977
-17,611
52
$6.52M 0.59%
34,338
-42,065
53
$6.42M 0.58%
180,020
-44,940
54
$6.29M 0.57%
50,276
+3,235
55
$6.24M 0.57%
+140,592
56
$6.01M 0.55%
31,622
+2,558
57
$5.97M 0.54%
59,427
+16,926
58
$5.9M 0.54%
+33,957
59
$5.87M 0.53%
72,844
+9,707
60
$5.68M 0.52%
28,229
+3,126
61
$5.68M 0.52%
40,609
-7,932
62
$5.64M 0.51%
53,312
+14,243
63
$5.6M 0.51%
47,311
+2,616
64
$5.55M 0.5%
+53,322
65
$5.48M 0.5%
44,712
-51,288
66
$5.45M 0.5%
+304,590
67
$5.43M 0.49%
20,775
-1,762
68
$5.29M 0.48%
+15,165
69
$5.14M 0.47%
76,948
+4,323
70
$5.06M 0.46%
202,842
-3,594
71
$4.98M 0.45%
+110,805
72
$4.97M 0.45%
38,287
-10,830
73
$4.81M 0.44%
25,736
-3,123
74
$4.78M 0.43%
94,847
+787
75
$4.77M 0.43%
58,716
-26,055
1 2
3
4 5