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
$1.24B
AUM Growth
+$99.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$10.8M
3
+$10.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10M
5
IAU icon
iShares Gold Trust
IAU
+$9.91M

Top Sells

1
+$21.3M
2
+$10.6M
3
+$7.31M
4
HUM icon
Humana
HUM
+$6.94M
5
CSCO icon
Cisco
CSCO
+$6.77M

Sector Composition

1 Technology 17.65%
2 Consumer Discretionary 14.41%
3 Communication Services 12.91%
4 Healthcare 12.05%
5 Financials 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.62M 0.37%
52,762
+26,793
77
$4.6M 0.37%
273,850
-10,750
78
$4.59M 0.37%
57,849
-6,183
79
$4.54M 0.36%
+49,634
80
$4.53M 0.36%
27,649
+1,599
81
$4.45M 0.36%
42,317
-21,098
82
$4.4M 0.35%
+61,789
83
$4.33M 0.35%
3,988
+1,621
84
$4.31M 0.35%
+209,325
85
$4.21M 0.34%
+32,856
86
$4.03M 0.32%
+174,570
87
$4.01M 0.32%
14,635
-7,636
88
$3.92M 0.32%
35,092
+925
89
$3.9M 0.31%
24,690
+726
90
$3.9M 0.31%
28,979
+13,938
91
$3.89M 0.31%
238,060
+21,371
92
$3.87M 0.31%
70,332
-6,159
93
$3.77M 0.3%
+71,245
94
$3.75M 0.3%
+71,072
95
$3.7M 0.3%
+50,339
96
$3.69M 0.3%
+31,095
97
$3.67M 0.29%
28,260
+890
98
$3.67M 0.29%
+62,472
99
$3.62M 0.29%
+40,729
100
$3.61M 0.29%
+28,781
2 3
4
5 6