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
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$1.76B
2
+$30.9M
3
+$1.45M

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
77
$5.01M 0.35%
8,481
78
$4.96M 0.34%
13,092
79
$4.91M 0.34%
63,086
80
$4.63M 0.32%
139,721
81
$4.62M 0.32%
130,474
82
$4.45M 0.31%
143,160
83
$4.43M 0.31%
102,400
84
$4.33M 0.3%
65,549
85
$4.31M 0.3%
121,055
86
$4.3M 0.3%
10,427
87
$4.28M 0.3%
21,307
88
$4.27M 0.3%
143,426
89
$4.27M 0.3%
163,350
90
$4.25M 0.29%
44,579
91
$4.24M 0.29%
16,646
92
$4.22M 0.29%
155,480
93
$4.14M 0.29%
1,034
94
$4.11M 0.28%
1,913
95
$4.09M 0.28%
51,260
96
$4.06M 0.28%
61,344
97
$4.05M 0.28%
52,199
98
$4.03M 0.28%
147,535
99
$4.01M 0.28%
63,399
100
$3.91M 0.27%
49,163
2 3
4
5 6