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
$1.05B
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.5M
3
+$10.4M
4
AAPL icon
Apple
AAPL
+$10.4M
5
ADBE icon
Adobe
ADBE
+$10.3M

Top Sells

1
+$10.7M
2
+$9.98M
3
+$9.53M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$8.94M
5
TIF
Tiffany & Co.
TIF
+$7.61M

Sector Composition

1 Technology 18.37%
2 Financials 15.42%
3 Consumer Discretionary 14.11%
4 Healthcare 11.09%
5 Communication Services 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.72M 0.26%
58,051
-1,981
102
$2.71M 0.26%
16,397
-7,204
103
$2.68M 0.25%
+54,069
104
$2.63M 0.25%
34,578
-4,067
105
$2.58M 0.24%
58,595
-16,037
106
$2.52M 0.24%
15,154
-50
107
$2.49M 0.24%
47,351
+32,540
108
$2.46M 0.23%
+107,900
109
$2.42M 0.23%
25,262
+3,185
110
$2.41M 0.23%
87,079
-6,603
111
$2.36M 0.22%
+16,513
112
$2.32M 0.22%
32,310
+1,325
113
$2.3M 0.22%
+54,816
114
$2.3M 0.22%
24,550
-15,165
115
$2.27M 0.22%
79,854
-6,688
116
$2.26M 0.21%
+59,404
117
$2.17M 0.21%
+115,200
118
$2.17M 0.21%
+103,865
119
$2.13M 0.2%
+32,666
120
$2.13M 0.2%
+30,497
121
$2.07M 0.2%
53,897
+6,669
122
$2.06M 0.2%
36,420
123
$2.05M 0.19%
+59,475
124
$2.04M 0.19%
39,404
-8,479
125
$1.98M 0.19%
+29,658
3 4
5
6 7