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
$1.73B
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$16.4M
3
+$16.3M
4
JNJ icon
Johnson & Johnson
JNJ
+$15.8M
5
HCA icon
HCA Healthcare
HCA
+$15M

Top Sells

1
+$20.6M
2
+$18.8M
3
+$18.2M
4
MRK icon
Merck
MRK
+$11.4M
5
AWK icon
American Water Works
AWK
+$10.3M

Sector Composition

1 Technology 25.62%
2 Healthcare 15.82%
3 Consumer Discretionary 15.12%
4 Financials 9.32%
5 Communication Services 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.18M 0.36%
217,650
-16,600
77
$6.17M 0.36%
62,127
-69,180
78
$6.09M 0.35%
15,900
79
$5.93M 0.34%
+63,729
80
$5.81M 0.34%
30,846
+14,025
81
$5.81M 0.34%
310,490
-6,289
82
$5.66M 0.33%
26,336
+2,876
83
$5.51M 0.32%
22,401
+16,950
84
$5.46M 0.32%
42,916
+20,941
85
$5.38M 0.31%
11,004
+364
86
$5.35M 0.31%
38,029
-43,190
87
$5.28M 0.31%
26,051
-92,888
88
$5.28M 0.31%
166,236
+38,709
89
$5.23M 0.3%
85,462
+6,167
90
$5.23M 0.3%
38,170
-14,507
91
$5.22M 0.3%
15,929
-14,413
92
$5.16M 0.3%
30,064
-1,998
93
$5.12M 0.3%
109,794
-14,107
94
$5.08M 0.29%
89,027
+4,653
95
$5.05M 0.29%
+26,737
96
$5M 0.29%
40,050
-10,510
97
$4.99M 0.29%
29,554
-5,399
98
$4.95M 0.29%
14,753
-4,435
99
$4.93M 0.29%
41,143
-33,842
100
$4.93M 0.29%
16,944
-652
2 3
4
5 6