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
$1.5B
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$45.4M
3
+$33.4M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$21.1M
5
KR icon
Kroger
KR
+$13.5M

Top Sells

1
+$15M
2
+$12.9M
3
+$12.3M
4
LULU icon
lululemon athletica
LULU
+$8.99M
5
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$8.31M

Sector Composition

1 Technology 22.9%
2 Healthcare 17.39%
3 Financials 12.46%
4 Consumer Discretionary 11.15%
5 Consumer Staples 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.56M 0.57%
+35,725
52
$8.07M 0.54%
70,270
-1,757
53
$8.01M 0.53%
46,836
+1,378
54
$7.65M 0.51%
57,723
-27,488
55
$7.23M 0.48%
27,430
-21,422
56
$7.18M 0.48%
22,025
+9,549
57
$7M 0.47%
63,713
-4,300
58
$6.88M 0.46%
+69,376
59
$6.85M 0.46%
144,987
-8,409
60
$6.56M 0.44%
88,078
-6,677
61
$6.55M 0.44%
26,389
+9,743
62
$6.45M 0.43%
199,091
+55,665
63
$6.4M 0.43%
1,388
+354
64
$6.23M 0.41%
+18,805
65
$6.16M 0.41%
66,141
-4,854
66
$6.02M 0.4%
25,194
-3,819
67
$6M 0.4%
29,308
-12,378
68
$5.99M 0.4%
215,800
+52,450
69
$5.8M 0.39%
81,364
+59,171
70
$5.65M 0.38%
118,693
+87,400
71
$5.59M 0.37%
+39,689
72
$5.39M 0.36%
+64,340
73
$5.36M 0.36%
+61,740
74
$5.17M 0.34%
235,963
-63,741
75
$5.02M 0.33%
+33,550
1 2
3
4 5