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
$1.93B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$19.1M
3
+$14.3M
4
AMT icon
American Tower
AMT
+$13.7M
5
EQIX icon
Equinix
EQIX
+$13.2M

Top Sells

1
+$25.8M
2
+$17.5M
3
+$17.4M
4
AAPL icon
Apple
AAPL
+$15.3M
5
FI icon
Fiserv
FI
+$14.9M

Sector Composition

1 Technology 23.35%
2 Consumer Discretionary 16.56%
3 Healthcare 12.27%
4 Financials 11.43%
5 Communication Services 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.6M 0.55%
+19,084
52
$10.5M 0.54%
33,080
+16,136
53
$10.5M 0.54%
128,205
-6,581
54
$10.4M 0.54%
24,873
-249
55
$10.3M 0.54%
76,492
-1,710
56
$9.83M 0.51%
+300,741
57
$9.8M 0.51%
153,150
+19,752
58
$9.53M 0.49%
26,107
+2,058
59
$9.47M 0.49%
104,760
+33,676
60
$9.15M 0.47%
83,180
+21,053
61
$8.93M 0.46%
74,758
+39,305
62
$8.31M 0.43%
90,525
-32,773
63
$8.16M 0.42%
+33,451
64
$8.15M 0.42%
+231,207
65
$7.98M 0.41%
+77,047
66
$7.9M 0.41%
44,947
+34,348
67
$7.77M 0.4%
40,412
+13,675
68
$7.29M 0.38%
279,554
-143,018
69
$7.22M 0.37%
29,608
+2,388
70
$6.92M 0.36%
+12,391
71
$6.71M 0.35%
1,350
-391
72
$6.67M 0.35%
34,407
-28,163
73
$6.27M 0.32%
65,728
+1,999
74
$6.23M 0.32%
28,625
-27,420
75
$6.14M 0.32%
+29,822
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3
4 5