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
$1.62B
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$6.78M
3
+$6.62M
4
KMI icon
Kinder Morgan
KMI
+$6.41M
5
ORCL icon
Oracle
ORCL
+$3.99M

Top Sells

1
+$15.9M
2
+$11.3M
3
+$9.26M
4
ACN icon
Accenture
ACN
+$7.45M
5
LLY icon
Eli Lilly
LLY
+$7.34M

Sector Composition

1 Technology 26.79%
2 Healthcare 15.69%
3 Financials 11.31%
4 Consumer Discretionary 10.36%
5 Communication Services 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.89M 0.36%
28,782
-11,289
77
$5.54M 0.34%
25,194
78
$5.53M 0.34%
22,454
-12,466
79
$5.31M 0.33%
39,689
80
$5.1M 0.32%
22,588
-9,844
81
$5.04M 0.31%
101,291
82
$4.61M 0.29%
304,861
-28,081
83
$4.27M 0.26%
35,834
-17,076
84
$4.15M 0.26%
34,239
85
$4.11M 0.25%
56,307
+4,424
86
$4.06M 0.25%
24,781
87
$4.02M 0.25%
58,573
88
$3.99M 0.25%
+33,523
89
$3.88M 0.24%
13,837
-7,453
90
$3.78M 0.23%
40,035
91
$3.73M 0.23%
24,513
92
$3.72M 0.23%
113,485
93
$3.55M 0.22%
+95,509
94
$3.54M 0.22%
11,658
-9,914
95
$3.54M 0.22%
28,090
96
$3.53M 0.22%
29,332
97
$3.41M 0.21%
9,722
-1,978
98
$3.3M 0.2%
94,604
99
$3.25M 0.2%
38,882
100
$3.25M 0.2%
47,672
2 3
4
5 6