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
$1.85B
AUM Growth
-$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12.4M
3
+$12.4M
4
TSLA icon
Tesla
TSLA
+$11.5M
5
AMZN icon
Amazon
AMZN
+$11.3M

Top Sells

1
+$81.4M
2
+$14.5M
3
+$12.4M
4
BLK icon
Blackrock
BLK
+$12.1M
5
JPM icon
JPMorgan Chase
JPM
+$11.8M

Sector Composition

1 Technology 24.87%
2 Consumer Discretionary 15.15%
3 Healthcare 14.78%
4 Financials 12.33%
5 Communication Services 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.49M 0.46%
34,201
+10,872
52
$8.42M 0.46%
17,517
+600
53
$8.34M 0.45%
34,824
+14,065
54
$8.29M 0.45%
142,826
+44,843
55
$8.28M 0.45%
21,523
+1,994
56
$8.28M 0.45%
27,439
+26,144
57
$8.24M 0.45%
32,889
-14,528
58
$8.19M 0.44%
28,610
-14,231
59
$8.16M 0.44%
46,408
+28,523
60
$8.14M 0.44%
41,610
+38,332
61
$8.08M 0.44%
44,059
-30,208
62
$8.02M 0.43%
31,942
-18,612
63
$8.02M 0.43%
+14,403
64
$8.01M 0.43%
43,612
+2,698
65
$8.01M 0.43%
21,933
+8,735
66
$8M 0.43%
212,392
-126,146
67
$7.98M 0.43%
140,731
-4,552
68
$7.97M 0.43%
43,203
-17,172
69
$7.96M 0.43%
29,125
+6,114
70
$7.9M 0.43%
+26,568
71
$7.86M 0.42%
48,514
-32,131
72
$7.71M 0.42%
58,872
-51,629
73
$7.6M 0.41%
15,469
-22
74
$7.35M 0.4%
72,631
+829
75
$7.03M 0.38%
111,895
+11,193
1 2
3
4 5