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
$1.93B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$19.1M
3
+$14.3M
4
AMT icon
American Tower
AMT
+$13.7M
5
EQIX icon
Equinix
EQIX
+$13.2M

Top Sells

1
+$25.8M
2
+$17.5M
3
+$17.4M
4
AAPL icon
Apple
AAPL
+$15.3M
5
FI icon
Fiserv
FI
+$14.9M

Sector Composition

1 Technology 23.35%
2 Consumer Discretionary 16.56%
3 Healthcare 12.27%
4 Financials 11.43%
5 Communication Services 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.01M 0.31%
85,651
+189
77
$6M 0.31%
+34,636
78
$5.9M 0.31%
12,029
-3,871
79
$5.89M 0.3%
16,259
+3,738
80
$5.8M 0.3%
9,190
-1,814
81
$5.8M 0.3%
21,287
-1,114
82
$5.77M 0.3%
191,140
+24,904
83
$5.75M 0.3%
38,906
-4,010
84
$5.69M 0.29%
+40,642
85
$5.65M 0.29%
28,561
-1,503
86
$5.56M 0.29%
27,581
+1,245
87
$5.54M 0.29%
323,686
+64,644
88
$5.44M 0.28%
3,926
-234
89
$5.39M 0.28%
+5,285
90
$5.37M 0.28%
29,157
+483
91
$5.36M 0.28%
+142,888
92
$5.35M 0.28%
55,662
+47,063
93
$5.35M 0.28%
98,042
-21,548
94
$5.33M 0.28%
87,866
-1,161
95
$5.3M 0.27%
+105,315
96
$5.3M 0.27%
+92,035
97
$5.26M 0.27%
248,238
-62,252
98
$5.26M 0.27%
+71,460
99
$5.24M 0.27%
86,018
+13,579
100
$5.16M 0.27%
96,789
+54,249
2 3
4
5 6