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
$1.85B
AUM Growth
-$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12.4M
3
+$12.4M
4
TSLA icon
Tesla
TSLA
+$11.5M
5
AMZN icon
Amazon
AMZN
+$11.3M

Top Sells

1
+$81.4M
2
+$14.5M
3
+$12.4M
4
BLK icon
Blackrock
BLK
+$12.1M
5
JPM icon
JPMorgan Chase
JPM
+$11.8M

Sector Composition

1 Technology 24.87%
2 Consumer Discretionary 15.15%
3 Healthcare 14.78%
4 Financials 12.33%
5 Communication Services 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.01M 0.38%
9,175
-15,900
77
$6.71M 0.36%
30,109
+4,977
78
$6.71M 0.36%
39,347
79
$6.7M 0.36%
9,592
-1,004
80
$6.69M 0.36%
29,410
81
$6.11M 0.33%
72,194
-43,415
82
$5.95M 0.32%
29,437
-2,916
83
$5.91M 0.32%
+76,823
84
$5.9M 0.32%
+102,571
85
$5.87M 0.32%
19,170
+17,863
86
$5.85M 0.32%
2,862
-128
87
$5.81M 0.31%
63,833
-49,652
88
$5.8M 0.31%
+49,282
89
$5.75M 0.31%
81,370
-6,793
90
$5.7M 0.31%
300,872
+19,661
91
$5.65M 0.31%
140,677
-65,752
92
$5.64M 0.3%
+219,295
93
$5.57M 0.3%
+139,248
94
$5.56M 0.3%
96,913
-3,523
95
$5.51M 0.3%
+193,661
96
$5.5M 0.3%
+10,045
97
$5.45M 0.29%
16,170
-32,648
98
$5.45M 0.29%
123,057
-153,061
99
$5.43M 0.29%
+28,807
100
$5.4M 0.29%
59,858
-27,739
2 3
4
5 6