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
$1.36B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$11.9M
3
+$9.97M
4
FRC
First Republic Bank
FRC
+$9.96M
5
TMO icon
Thermo Fisher Scientific
TMO
+$9.88M

Top Sells

1
+$14M
2
+$13.9M
3
+$11M
4
WMT icon
Walmart
WMT
+$10.8M
5
META icon
Meta Platforms (Facebook)
META
+$9.89M

Sector Composition

1 Technology 18.39%
2 Financials 14.99%
3 Consumer Discretionary 12.48%
4 Healthcare 11.91%
5 Communication Services 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.55M 0.55%
135,592
+86,775
52
$7.32M 0.54%
132,253
-251,833
53
$6.95M 0.51%
+18,960
54
$6.87M 0.5%
+82,907
55
$6.84M 0.5%
+71,366
56
$6.77M 0.5%
141,178
-151,939
57
$6.3M 0.46%
1,070,680
-933,400
58
$6.1M 0.45%
18,503
-5,463
59
$6.04M 0.44%
50,474
+22,214
60
$5.99M 0.44%
25,869
-11,376
61
$5.87M 0.43%
+28,711
62
$5.86M 0.43%
43,092
+10,236
63
$5.83M 0.43%
+68,343
64
$5.8M 0.43%
+65,539
65
$5.8M 0.43%
24,070
-1,840
66
$5.76M 0.42%
+56,174
67
$5.75M 0.42%
96,018
+33,546
68
$5.67M 0.42%
64,278
+1,043
69
$5.63M 0.41%
34,541
+272
70
$5.44M 0.4%
43,691
+37,586
71
$5.27M 0.39%
86,275
-219
72
$5.27M 0.39%
52,839
+12,110
73
$5.15M 0.38%
26,663
-15,804
74
$5.07M 0.37%
77,956
-176
75
$5M 0.37%
29,069
+1,420
1 2
3
4 5