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
$1.96B
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$15.9M
3
+$15.4M
4
MCO icon
Moody's
MCO
+$10.8M
5
AAPL icon
Apple
AAPL
+$10.7M

Top Sells

1
+$15.3M
2
+$11.2M
3
+$10.9M
4
CRM icon
Salesforce
CRM
+$10.5M
5
DHR icon
Danaher
DHR
+$9.78M

Sector Composition

1 Technology 23.84%
2 Consumer Discretionary 14.76%
3 Financials 14.09%
4 Healthcare 11.72%
5 Communication Services 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.7M 0.55%
+22,511
52
$10.7M 0.55%
63,423
+35,312
53
$10.6M 0.54%
13,442
-3,050
54
$10.6M 0.54%
39,911
-10,873
55
$10.6M 0.54%
134,777
+81,913
56
$10.5M 0.53%
30,664
+16,631
57
$9.09M 0.46%
40,464
+7,013
58
$8.5M 0.43%
29,747
-24,144
59
$8.37M 0.43%
230,350
-225,000
60
$8.24M 0.42%
13,244
-6,197
61
$8.22M 0.42%
146,907
+127,969
62
$8.21M 0.42%
68,380
-14,800
63
$8.2M 0.42%
27,354
-5,726
64
$8.2M 0.42%
65,089
-9,669
65
$8.16M 0.42%
+175,587
66
$8.11M 0.41%
+38,212
67
$8.09M 0.41%
96,324
-8,436
68
$8.05M 0.41%
30,533
+20,320
69
$8.01M 0.41%
74,261
+48,744
70
$7.85M 0.4%
+17,587
71
$7.78M 0.4%
111,154
+57,647
72
$7.5M 0.38%
+43,299
73
$6.96M 0.35%
143,510
+115,690
74
$6.71M 0.34%
+52,028
75
$6.5M 0.33%
+33,226
1 2
3
4 5