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
$1.1B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$11.3M
3
+$11.1M
4
HCA icon
HCA Healthcare
HCA
+$9.88M
5
NOW icon
ServiceNow
NOW
+$8.85M

Top Sells

1
+$18.9M
2
+$8.43M
3
+$7.99M
4
UNH icon
UnitedHealth
UNH
+$7.55M
5
HD icon
Home Depot
HD
+$6.93M

Sector Composition

1 Technology 18.85%
2 Healthcare 17.42%
3 Consumer Discretionary 17.18%
4 Financials 10.88%
5 Communication Services 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.72M 0.43%
111,970
-1,437
77
$4.53M 0.41%
+174,795
78
$4.51M 0.41%
11,823
-7,440
79
$4.39M 0.4%
67,545
-5,297
80
$4.21M 0.38%
+103,914
81
$4.21M 0.38%
+25,157
82
$4.18M 0.38%
66,008
+8,584
83
$4.15M 0.38%
138,140
-6,410
84
$4.12M 0.37%
32,452
+2,370
85
$4.11M 0.37%
+76,473
86
$4.06M 0.37%
+24,545
87
$3.97M 0.36%
+62,295
88
$3.97M 0.36%
+48,503
89
$3.96M 0.36%
29,316
-15,944
90
$3.94M 0.36%
32,001
+3,895
91
$3.93M 0.36%
+15,618
92
$3.92M 0.36%
201,577
+2,653
93
$3.88M 0.35%
48,316
+36,858
94
$3.78M 0.34%
34,136
-1,706
95
$3.77M 0.34%
51,682
+4,777
96
$3.61M 0.33%
15,272
+587
97
$3.6M 0.33%
184,185
+10,595
98
$3.59M 0.33%
198,482
+8,820
99
$3.56M 0.32%
57,258
-5,609
100
$3.36M 0.31%
200,953
+57,006
2 3
4
5 6