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
$914M
AUM Growth
+$83.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$13.1M
3
+$10.6M
4
KR icon
Kroger
KR
+$9.71M
5
GILD icon
Gilead Sciences
GILD
+$9.63M

Top Sells

1
+$13.4M
2
+$13.1M
3
+$12.8M
4
MRK icon
Merck
MRK
+$12.5M
5
JPM icon
JPMorgan Chase
JPM
+$11.9M

Sector Composition

1 Technology 17.38%
2 Consumer Discretionary 15.55%
3 Financials 13.71%
4 Healthcare 9.74%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.18M 0.24%
28,424
+824
102
$2.15M 0.24%
+73,197
103
$2.13M 0.23%
+83,113
104
$2.12M 0.23%
52,019
105
$2.07M 0.23%
44,861
+2,021
106
$2.01M 0.22%
36,982
-2,593
107
$1.96M 0.21%
+54,317
108
$1.92M 0.21%
+111,090
109
$1.92M 0.21%
36,420
110
$1.92M 0.21%
+17,233
111
$1.9M 0.21%
3,403
+67
112
$1.89M 0.21%
27,147
-2,639
113
$1.87M 0.2%
14,682
-61,018
114
$1.84M 0.2%
54,008
-9,212
115
$1.8M 0.2%
+42,961
116
$1.78M 0.19%
+53,539
117
$1.77M 0.19%
24,302
-21,186
118
$1.77M 0.19%
27,995
-2,236
119
$1.76M 0.19%
+61,788
120
$1.74M 0.19%
76,846
+5,728
121
$1.69M 0.18%
39,620
-552
122
$1.63M 0.18%
78,144
+14,152
123
$1.63M 0.18%
32,999
-3,564
124
$1.62M 0.18%
9,591
+813
125
$1.58M 0.17%
+24,807
3 4
5
6 7