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
$1.62B
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$6.78M
3
+$6.62M
4
KMI icon
Kinder Morgan
KMI
+$6.41M
5
ORCL icon
Oracle
ORCL
+$3.99M

Top Sells

1
+$15.9M
2
+$11.3M
3
+$9.26M
4
ACN icon
Accenture
ACN
+$7.45M
5
LLY icon
Eli Lilly
LLY
+$7.34M

Sector Composition

1 Technology 26.79%
2 Healthcare 15.69%
3 Financials 11.31%
4 Consumer Discretionary 10.36%
5 Communication Services 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.7M 0.54%
209,299
+10,033
52
$8.69M 0.54%
86,094
53
$8.68M 0.54%
44,753
54
$8.57M 0.53%
165,606
+5,790
55
$8.55M 0.53%
29,307
56
$8.52M 0.53%
32,545
-3,158
57
$8.3M 0.51%
146,374
58
$8.12M 0.5%
90,899
+30,550
59
$7.92M 0.49%
131,601
+7,717
60
$7.67M 0.47%
45,781
61
$7.41M 0.46%
15,795
62
$7.32M 0.45%
19,200
63
$7.3M 0.45%
39,739
64
$7.29M 0.45%
66,868
+3,155
65
$7.23M 0.45%
53,661
+4,772
66
$7.2M 0.45%
63,206
67
$7.01M 0.43%
50,049
68
$6.87M 0.42%
41,521
69
$6.78M 0.42%
+207,682
70
$6.75M 0.42%
34,393
71
$6.72M 0.42%
67,813
72
$6.63M 0.41%
79,015
73
$6.44M 0.4%
28,648
74
$6.41M 0.4%
+372,096
75
$6.27M 0.39%
104,923
1 2
3
4 5