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
$1.96B
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$15.9M
3
+$15.4M
4
MCO icon
Moody's
MCO
+$10.8M
5
AAPL icon
Apple
AAPL
+$10.7M

Top Sells

1
+$15.3M
2
+$11.2M
3
+$10.9M
4
CRM icon
Salesforce
CRM
+$10.5M
5
DHR icon
Danaher
DHR
+$9.78M

Sector Composition

1 Technology 23.84%
2 Consumer Discretionary 14.76%
3 Financials 14.09%
4 Healthcare 11.72%
5 Communication Services 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.49M 0.33%
12,029
77
$6.44M 0.33%
10,640
-1,751
78
$6.4M 0.33%
308,940
+158,660
79
$6.32M 0.32%
+81,519
80
$6.23M 0.32%
38,581
+29,821
81
$6.19M 0.32%
90,972
+55,309
82
$6.12M 0.31%
+40,400
83
$6.08M 0.31%
101,286
-51,864
84
$6.07M 0.31%
40,642
85
$6.04M 0.31%
28,422
-1,186
86
$5.96M 0.3%
21,287
87
$5.81M 0.3%
+47,500
88
$5.77M 0.29%
305,778
-17,908
89
$5.76M 0.29%
+3,395
90
$5.71M 0.29%
69,446
-58,759
91
$5.59M 0.29%
+86,841
92
$5.56M 0.28%
162,711
-68,496
93
$5.52M 0.28%
248,238
94
$5.52M 0.28%
75,545
+4,085
95
$5.5M 0.28%
+57,792
96
$5.48M 0.28%
8,811
-379
97
$5.48M 0.28%
126,224
+33,374
98
$5.47M 0.28%
32,110
-2,526
99
$5.45M 0.28%
48,157
-28,890
100
$5.44M 0.28%
+126,576
2 3
4
5 6