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
$1.16B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$80.1M
2
+$76.2M
3
+$15.5M
4
PFE icon
Pfizer
PFE
+$14M
5
QNST icon
QuinStreet
QNST
+$11.6M

Top Sells

1
+$14.3M
2
+$13.8M
3
+$13.3M
4
IQV icon
IQVIA
IQV
+$13.2M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$13.2M

Sector Composition

1 Consumer Discretionary 10.13%
2 Technology 8.6%
3 Healthcare 7.06%
4 Financials 6.24%
5 Communication Services 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.3M 0.28%
48,070
-9,984
77
$3.29M 0.28%
+47,518
78
$3.29M 0.28%
24,742
-2,408
79
$3.29M 0.28%
+78,033
80
$3.27M 0.28%
99,010
+681
81
$3.27M 0.28%
91,078
-518
82
$3.21M 0.28%
+28,057
83
$3.21M 0.28%
39,713
-10,344
84
$3.19M 0.28%
+19,158
85
$3.1M 0.27%
+147,607
86
$3M 0.26%
77,120
-40,680
87
$2.74M 0.24%
+55,759
88
$2.7M 0.23%
+108,166
89
$2.65M 0.23%
35,058
-16,276
90
$2.63M 0.23%
+70,889
91
$2.62M 0.23%
+30,968
92
$2.6M 0.22%
+30,413
93
$2.6M 0.22%
20,728
+1,910
94
$2.6M 0.22%
38,260
-23,056
95
$2.58M 0.22%
+201,404
96
$2.57M 0.22%
52,438
-12,537
97
$2.56M 0.22%
+51,295
98
$2.56M 0.22%
+22,506
99
$2.54M 0.22%
+52,468
100
$2.52M 0.22%
+46,361
2 3
4
5 6