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
$1.02B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$12.2M
3
+$11.7M
4
SIVB
SVB Financial Group
SIVB
+$10.9M
5
JNJ icon
Johnson & Johnson
JNJ
+$10.9M

Top Sells

1
+$13.3M
2
+$9.43M
3
+$9.38M
4
VMW
VMware, Inc
VMW
+$8.69M
5
BIIB icon
Biogen
BIIB
+$8.54M

Sector Composition

1 Technology 18.4%
2 Financials 16.07%
3 Consumer Discretionary 15.92%
4 Healthcare 9.38%
5 Industrials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.69M 0.27%
23,409
+2,204
102
$2.69M 0.27%
93,682
+6,946
103
$2.68M 0.26%
+38,645
104
$2.68M 0.26%
72,934
+11,217
105
$2.65M 0.26%
15,204
-874
106
$2.55M 0.25%
+22,077
107
$2.55M 0.25%
+62,147
108
$2.37M 0.23%
74,632
+13,295
109
$2.25M 0.22%
30,985
+3,812
110
$2.17M 0.21%
47,883
+3,022
111
$2.1M 0.21%
3,489
+86
112
$2.07M 0.2%
86,542
-267,111
113
$2.07M 0.2%
16,847
-386
114
$2.03M 0.2%
+25,279
115
$2M 0.2%
50,362
+9,472
116
$1.99M 0.2%
28,465
+1,318
117
$1.97M 0.19%
105,887
-5,203
118
$1.96M 0.19%
29,964
-7,018
119
$1.93M 0.19%
52,549
-1,768
120
$1.92M 0.19%
32,839
-10,122
121
$1.92M 0.19%
47,228
+1,156
122
$1.89M 0.19%
36,420
123
$1.86M 0.18%
62,933
+9,394
124
$1.84M 0.18%
59,147
+5,139
125
$1.74M 0.17%
19,508
+11,254
3 4
5
6 7