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
$1.73B
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$16.4M
3
+$16.3M
4
JNJ icon
Johnson & Johnson
JNJ
+$15.8M
5
HCA icon
HCA Healthcare
HCA
+$15M

Top Sells

1
+$20.6M
2
+$18.8M
3
+$18.2M
4
MRK icon
Merck
MRK
+$11.4M
5
AWK icon
American Water Works
AWK
+$10.3M

Sector Composition

1 Technology 25.62%
2 Healthcare 15.82%
3 Consumer Discretionary 15.12%
4 Financials 9.32%
5 Communication Services 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.96M 0.58%
23,769
+13,565
52
$9.88M 0.57%
82,482
-10,843
53
$9.41M 0.54%
37,992
+16,863
54
$9.18M 0.53%
34,786
+24,812
55
$9.03M 0.52%
29,566
-24,050
56
$9.02M 0.52%
37,123
-7,714
57
$8.9M 0.51%
123,298
+7,012
58
$8.88M 0.51%
38,588
-10,275
59
$8.2M 0.47%
1,741
+240
60
$7.88M 0.46%
160,771
-68,237
61
$7.71M 0.45%
101,963
-70,364
62
$7.65M 0.44%
+85,120
63
$7.53M 0.44%
+54,448
64
$7.5M 0.43%
+104,697
65
$7.38M 0.43%
24,049
-4,571
66
$7.35M 0.42%
133,398
-8,064
67
$7.32M 0.42%
32,091
-16,055
68
$6.77M 0.39%
27,220
-855
69
$6.72M 0.39%
30,195
+3,045
70
$6.46M 0.37%
100,868
+28,009
71
$6.4M 0.37%
+12,802
72
$6.35M 0.37%
40,300
+14,777
73
$6.33M 0.37%
71,084
+7,084
74
$6.27M 0.36%
119,590
+6,862
75
$6.27M 0.36%
53,076
-2,907
1 2
3
4 5