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
$1.45B
AUM Growth
-$405M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$9.33M
2
+$9.26M
3
+$9.18M
4
PLD icon
Prologis
PLD
+$8.69M
5
INTU icon
Intuit
INTU
+$8.32M

Top Sells

1
+$16.1M
2
+$13M
3
+$12.2M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.6M
5
KO icon
Coca-Cola
KO
+$11.1M

Sector Composition

1 Technology 26.98%
2 Healthcare 17.34%
3 Consumer Discretionary 13.22%
4 Financials 11.55%
5 Communication Services 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.81M 0.47%
39,606
+10,799
52
$6.79M 0.47%
87,622
-39,965
53
$6.73M 0.47%
14,145
-258
54
$6.61M 0.46%
53,361
-34,323
55
$6.58M 0.46%
13,645
-1,824
56
$6.58M 0.46%
70,995
-1,636
57
$6.46M 0.45%
70,839
+5,177
58
$6.44M 0.45%
23,670
-8,025
59
$6.4M 0.44%
18,994
-19,685
60
$6.34M 0.44%
24,803
-7,139
61
$6.27M 0.43%
45,458
+11,893
62
$6.22M 0.43%
+36,903
63
$6.22M 0.43%
153,396
-67,236
64
$6.13M 0.42%
20,476
-1,047
65
$6.09M 0.42%
29,013
-397
66
$6.05M 0.42%
97,478
-14,417
67
$5.98M 0.41%
+74,989
68
$5.83M 0.4%
27,668
+1,100
69
$5.77M 0.4%
36,554
-37,789
70
$5.6M 0.39%
17,179
-1,991
71
$5.51M 0.38%
27,674
+7,700
72
$5.42M 0.38%
70,396
+43,021
73
$5.32M 0.37%
299,704
-1,168
74
$5.28M 0.37%
27,974
-61,315
75
$5.2M 0.36%
8,536
-639
1 2
3
4 5