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
$1.36B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1 +$14.9M
2 +$11.9M
3 +$9.97M
4
FRC
First Republic Bank
FRC
+$9.96M
5
TMO icon
Thermo Fisher Scientific
TMO
+$9.88M

Top Sells

1 +$14M
2 +$13.9M
3 +$11M
4
WMT icon
Walmart
WMT
+$10.8M
5
META icon
Meta Platforms (Facebook)
META
+$9.89M

Sector Composition

1 Technology 18.39%
2 Financials 14.99%
3 Consumer Discretionary 12.48%
4 Healthcare 11.91%
5 Communication Services 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$4.97M 0.37%
21,152
+10,150
77
$4.95M 0.36%
17,535
-6,923
78
$4.93M 0.36%
57,686
-163
79
$4.86M 0.36%
24,969
-3,024
80
$4.82M 0.35%
81,108
+9,863
81
$4.76M 0.35%
26,480
-4,143
82
$4.72M 0.35%
9,390
-1,523
83
$4.7M 0.35%
15,841
-4,739
84
$4.42M 0.32%
25,930
+5,286
85
$4.42M 0.32%
208,841
-484
86
$4.41M 0.32%
+80,654
87
$4.4M 0.32%
52,637
-125
88
$4.32M 0.32%
29,253
-28,856
89
$4.29M 0.32%
32,161
+5,385
90
$4.21M 0.31%
61,193
+10,854
91
$4.14M 0.3%
3,472
-516
92
$4.11M 0.3%
+70,206
93
$4.07M 0.3%
204,714
-33,346
94
$4.01M 0.29%
+22,426
95
$3.96M 0.29%
23,346
-1,344
96
$3.95M 0.29%
27,107
-8,655
97
$3.95M 0.29%
64,470
+3,105
98
$3.92M 0.29%
74,024
+3,692
99
$3.9M 0.29%
30,390
-14,815
100
$3.85M 0.28%
+33,111