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
$1.06B
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.9M
3
+$11.8M
4
UNH icon
UnitedHealth
UNH
+$11.5M
5
MRK icon
Merck
MRK
+$9.33M

Top Sells

1
+$15.6M
2
+$11.4M
3
+$10.9M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$10.5M
5
BLK icon
Blackrock
BLK
+$9.82M

Sector Composition

1 Technology 18.2%
2 Healthcare 16.07%
3 Financials 15.81%
4 Consumer Discretionary 12.74%
5 Communication Services 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.96M 0.37%
46,144
+4,903
77
$3.91M 0.37%
20,518
-14,423
78
$3.9M 0.37%
54,555
+24,897
79
$3.88M 0.36%
164,920
-42,400
80
$3.84M 0.36%
37,889
+13,339
81
$3.82M 0.36%
40,493
-2,018
82
$3.75M 0.35%
25,809
-1,541
83
$3.72M 0.35%
202,648
+95,454
84
$3.72M 0.35%
+41,731
85
$3.68M 0.35%
+36,441
86
$3.62M 0.34%
45,608
-4,104
87
$3.57M 0.34%
52,480
+32,738
88
$3.37M 0.32%
62,977
+3,439
89
$3.35M 0.31%
75,952
+2,993
90
$3.3M 0.31%
58,924
-7,294
91
$3.29M 0.31%
+180,775
92
$3.24M 0.3%
20,746
+9,690
93
$3.17M 0.3%
131,656
+18,587
94
$3.17M 0.3%
226,104
-14,795
95
$3.1M 0.29%
+45,484
96
$3.07M 0.29%
13,488
-1,448
97
$3.01M 0.28%
32,801
-1,223
98
$3M 0.28%
33,973
-605
99
$2.96M 0.28%
41,072
-9,198
100
$2.94M 0.28%
50,849
-3,220
2 3
4
5 6