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
$1.05B
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.5M
3
+$10.4M
4
AAPL icon
Apple
AAPL
+$10.4M
5
ADBE icon
Adobe
ADBE
+$10.3M

Top Sells

1
+$10.7M
2
+$9.98M
3
+$9.53M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$8.94M
5
TIF
Tiffany & Co.
TIF
+$7.61M

Sector Composition

1 Technology 18.37%
2 Financials 15.42%
3 Consumer Discretionary 14.11%
4 Healthcare 11.09%
5 Communication Services 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.74M 0.36%
66,188
+33,349
77
$3.71M 0.35%
76,012
-43,553
78
$3.71M 0.35%
+42,511
79
$3.71M 0.35%
49,712
-3,264
80
$3.65M 0.35%
40,542
-20,705
81
$3.58M 0.34%
+23,753
82
$3.49M 0.33%
+36,064
83
$3.48M 0.33%
72,959
-1,110
84
$3.43M 0.33%
25,290
-9,242
85
$3.42M 0.32%
23,376
+1,615
86
$3.4M 0.32%
113,069
-10,693
87
$3.4M 0.32%
59,538
+4,741
88
$3.3M 0.31%
190,860
+116,500
89
$3.24M 0.31%
41,241
-8,263
90
$3.23M 0.31%
240,899
-57,109
91
$3.15M 0.3%
+66,218
92
$3.05M 0.29%
14,936
+11,053
93
$3.04M 0.29%
57,964
-1,233
94
$3M 0.29%
7,677
-11,179
95
$2.92M 0.28%
34,024
+249
96
$2.9M 0.28%
328,033
+40,781
97
$2.82M 0.27%
50,270
+30,867
98
$2.79M 0.26%
21,160
-57,857
99
$2.77M 0.26%
26,978
+20,108
100
$2.75M 0.26%
593,629
+107,158
2 3
4
5 6