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
$1.5B
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$45.4M
3
+$33.4M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$21.1M
5
KR icon
Kroger
KR
+$13.5M

Top Sells

1
+$15M
2
+$12.9M
3
+$12.3M
4
LULU icon
lululemon athletica
LULU
+$8.99M
5
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$8.31M

Sector Composition

1 Technology 22.9%
2 Healthcare 17.39%
3 Financials 12.46%
4 Consumer Discretionary 11.15%
5 Consumer Staples 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.02M 0.33%
+51,298
77
$4.99M 0.33%
+75,647
78
$4.99M 0.33%
10,628
+1,549
79
$4.93M 0.33%
31,166
+16,311
80
$4.7M 0.31%
12,521
-4,658
81
$4.66M 0.31%
+48,066
82
$4.64M 0.31%
52,723
-29,060
83
$4.61M 0.31%
13,697
-22,961
84
$4.54M 0.3%
390,356
+155,129
85
$4.48M 0.3%
73,070
+21,810
86
$4.44M 0.3%
28,090
-8,464
87
$4.3M 0.29%
+39,107
88
$4.26M 0.28%
66,576
-7,708
89
$4.09M 0.27%
39,332
-676
90
$4.02M 0.27%
32,971
-55,376
91
$3.98M 0.26%
+13,507
92
$3.93M 0.26%
11,700
+6,768
93
$3.91M 0.26%
+79,889
94
$3.8M 0.25%
+42,501
95
$3.77M 0.25%
15,697
-5,469
96
$3.75M 0.25%
+314,737
97
$3.72M 0.25%
28,201
+3,354
98
$3.69M 0.25%
99,733
-211,620
99
$3.59M 0.24%
23,965
-1,750
100
$3.54M 0.24%
28,771
+5,813
2 3
4
5 6