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
$1.16B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$80.1M
2
+$76.2M
3
+$15.5M
4
PFE icon
Pfizer
PFE
+$14M
5
QNST icon
QuinStreet
QNST
+$11.6M

Top Sells

1
+$14.3M
2
+$13.8M
3
+$13.3M
4
IQV icon
IQVIA
IQV
+$13.2M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$13.2M

Sector Composition

1 Consumer Discretionary 10.13%
2 Technology 8.6%
3 Healthcare 7.06%
4 Financials 6.24%
5 Communication Services 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.52M 0.22%
+89,185
102
$2.51M 0.22%
+224,807
103
$2.48M 0.21%
46,769
-27,401
104
$2.43M 0.21%
+63,813
105
$2.42M 0.21%
+71,134
106
$2.4M 0.21%
+17,706
107
$2.4M 0.21%
+153,843
108
$2.4M 0.21%
+14,767
109
$2.39M 0.21%
+50,038
110
$2.29M 0.2%
+45,392
111
$2.24M 0.19%
65,024
112
$2.04M 0.18%
36,966
+8,866
113
$2M 0.17%
+37,632
114
$1.97M 0.17%
+88,217
115
$1.9M 0.16%
+106,640
116
$1.81M 0.16%
+47,650
117
$1.73M 0.15%
+43,700
118
$1.66M 0.14%
5,306
-31,486
119
$1.64M 0.14%
+16,777
120
$1.64M 0.14%
17,996
-25,644
121
$1.46M 0.13%
36,420
122
$457K 0.04%
9,758
-9,757
123
$366K 0.03%
26,895
124
– –
-141,822
125
– –
-46,166
2 3 4
5
6