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
$914M
AUM Growth
+$83.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$13.1M
3
+$10.6M
4
KR icon
Kroger
KR
+$9.71M
5
GILD icon
Gilead Sciences
GILD
+$9.63M

Top Sells

1
+$13.4M
2
+$13.1M
3
+$12.8M
4
MRK icon
Merck
MRK
+$12.5M
5
JPM icon
JPMorgan Chase
JPM
+$11.9M

Sector Composition

1 Technology 17.38%
2 Consumer Discretionary 15.55%
3 Financials 13.71%
4 Healthcare 9.74%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.46M 0.38%
30,260
+7,039
77
$3.46M 0.38%
62,938
-25,749
78
$3.45M 0.38%
28,891
-111
79
$3.36M 0.37%
62,395
+5,386
80
$3.28M 0.36%
37,306
-2,161
81
$3.13M 0.34%
19,149
-1,633
82
$3.05M 0.33%
+63,518
83
$2.98M 0.33%
34,092
-1,728
84
$2.97M 0.33%
274,349
+108,757
85
$2.9M 0.32%
+35,379
86
$2.85M 0.31%
51,542
-26,287
87
$2.69M 0.29%
15,372
-16,414
88
$2.67M 0.29%
21,205
-1,535
89
$2.58M 0.28%
+61,717
90
$2.54M 0.28%
61,337
-4,381
91
$2.39M 0.26%
+16,078
92
$2.39M 0.26%
22,992
+470
93
$2.39M 0.26%
46,072
+5,395
94
$2.38M 0.26%
36,103
+19,743
95
$2.32M 0.25%
15,788
-23,622
96
$2.29M 0.25%
49,727
-114,239
97
$2.29M 0.25%
+52,917
98
$2.29M 0.25%
27,173
-120
99
$2.28M 0.25%
86,736
+7,766
100
$2.2M 0.24%
110,654
-4,821
2 3
4
5 6