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
$1.24B
AUM Growth
+$99.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$10.8M
3
+$10.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10M
5
IAU icon
iShares Gold Trust
IAU
+$9.91M

Top Sells

1
+$21.3M
2
+$10.6M
3
+$7.31M
4
HUM icon
Humana
HUM
+$6.94M
5
CSCO icon
Cisco
CSCO
+$6.77M

Sector Composition

1 Technology 17.65%
2 Consumer Discretionary 14.41%
3 Communication Services 12.91%
4 Healthcare 12.05%
5 Financials 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.91M 0.56%
167,763
+74,424
52
$6.69M 0.54%
93,588
+12,826
53
$6.62M 0.53%
23,966
+3,949
54
$6.33M 0.51%
+59,217
55
$6.26M 0.5%
+54,434
56
$6.21M 0.5%
24,458
+6,253
57
$5.84M 0.47%
45,205
-8,497
58
$5.82M 0.47%
+112,980
59
$5.62M 0.45%
+110,735
60
$5.48M 0.44%
+34,269
61
$5.45M 0.44%
+2,777
62
$5.13M 0.41%
+27,993
63
$5.01M 0.4%
25,910
+19,520
64
$4.95M 0.4%
78,132
+10,586
65
$4.88M 0.39%
32,275
+1,080
66
$4.86M 0.39%
10,913
-13,711
67
$4.82M 0.39%
+63,235
68
$4.82M 0.39%
86,494
-4,408
69
$4.79M 0.39%
30,623
-1,467
70
$4.79M 0.39%
+20,580
71
$4.77M 0.38%
+19,475
72
$4.66M 0.37%
25,942
+5,600
73
$4.66M 0.37%
109,191
-7,967
74
$4.65M 0.37%
+29,276
75
$4.63M 0.37%
35,762
+25,372
1 2
3
4 5