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
$1.02B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$12.2M
3
+$11.7M
4
SIVB
SVB Financial Group
SIVB
+$10.9M
5
JNJ icon
Johnson & Johnson
JNJ
+$10.9M

Top Sells

1
+$13.3M
2
+$9.43M
3
+$9.38M
4
VMW
VMware, Inc
VMW
+$8.69M
5
BIIB icon
Biogen
BIIB
+$8.54M

Sector Composition

1 Technology 18.4%
2 Financials 16.07%
3 Consumer Discretionary 15.92%
4 Healthcare 9.38%
5 Industrials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.39M 0.43%
+203,936
77
$4.11M 0.4%
39,715
+5,037
78
$4.03M 0.4%
23,601
+4,452
79
$3.93M 0.39%
+608,250
80
$3.88M 0.38%
+135,780
81
$3.71M 0.37%
31,334
+1,074
82
$3.71M 0.37%
52,976
-2,371
83
$3.65M 0.36%
+146,716
84
$3.63M 0.36%
+1,297
85
$3.62M 0.36%
30,708
+1,817
86
$3.56M 0.35%
42,567
+20,778
87
$3.54M 0.35%
486,471
+245,684
88
$3.52M 0.35%
54,797
+26,802
89
$3.5M 0.34%
74,069
+21,152
90
$3.39M 0.33%
298,008
+23,659
91
$3.33M 0.33%
21,761
+12,170
92
$3.27M 0.32%
+287,252
93
$3.2M 0.32%
+123,762
94
$3.09M 0.3%
+80,298
95
$3.09M 0.3%
+59,197
96
$3.05M 0.3%
49,504
-2,038
97
$3.04M 0.3%
70,278
+6,760
98
$2.83M 0.28%
33,775
-317
99
$2.81M 0.28%
52,019
100
$2.7M 0.27%
60,032
-2,363
2 3
4
5 6