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
$1.45B
AUM Growth
-$405M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$9.33M
2
+$9.26M
3
+$9.18M
4
PLD icon
Prologis
PLD
+$8.69M
5
INTU icon
Intuit
INTU
+$8.32M

Top Sells

1
+$16.1M
2
+$13M
3
+$12.2M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.6M
5
KO icon
Coca-Cola
KO
+$11.1M

Sector Composition

1 Technology 26.98%
2 Healthcare 17.34%
3 Consumer Discretionary 13.22%
4 Financials 11.55%
5 Communication Services 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.04M 0.35%
71,300
-5,523
77
$5.01M 0.35%
8,481
-1,111
78
$4.96M 0.34%
13,092
-42,375
79
$4.91M 0.34%
63,086
+38,510
80
$4.63M 0.32%
139,721
+6,215
81
$4.62M 0.32%
130,474
-8,774
82
$4.45M 0.31%
+143,160
83
$4.43M 0.31%
102,400
+58,272
84
$4.33M 0.3%
+65,549
85
$4.31M 0.3%
121,055
-19,622
86
$4.3M 0.3%
10,427
-10,823
87
$4.28M 0.3%
21,307
-6,132
88
$4.27M 0.3%
143,426
-50,235
89
$4.27M 0.3%
163,350
-180,050
90
$4.25M 0.29%
+44,579
91
$4.24M 0.29%
16,646
-1,537
92
$4.22M 0.29%
+155,480
93
$4.14M 0.29%
1,034
-93
94
$4.11M 0.28%
1,913
-949
95
$4.09M 0.28%
51,260
-8,612
96
$4.06M 0.28%
61,344
-8,517
97
$4.05M 0.28%
52,199
-7,659
98
$4.03M 0.28%
147,535
-9,925
99
$4.01M 0.28%
+63,399
100
$3.91M 0.27%
+49,163
2 3
4
5 6