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
$1.06B
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.9M
3
+$11.8M
4
UNH icon
UnitedHealth
UNH
+$11.5M
5
MRK icon
Merck
MRK
+$9.33M

Top Sells

1
+$15.6M
2
+$11.4M
3
+$10.9M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$10.5M
5
BLK icon
Blackrock
BLK
+$9.82M

Sector Composition

1 Technology 18.2%
2 Healthcare 16.07%
3 Financials 15.81%
4 Consumer Discretionary 12.74%
5 Communication Services 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.94M 0.28%
138,637
+34,216
102
$2.84M 0.27%
15,604
-4,685
103
$2.75M 0.26%
12,241
-11,321
104
$2.72M 0.26%
+29,411
105
$2.68M 0.25%
+7,507
106
$2.66M 0.25%
+58,743
107
$2.54M 0.24%
17,586
+2,432
108
$2.53M 0.24%
+142,655
109
$2.47M 0.23%
28,097
+4,044
110
$2.46M 0.23%
+85,379
111
$2.46M 0.23%
105,487
+1,622
112
$2.45M 0.23%
+38,826
113
$2.44M 0.23%
30,417
+5,155
114
$2.43M 0.23%
+23,622
115
$2.43M 0.23%
+99,489
116
$2.4M 0.23%
95,563
-12,337
117
$2.39M 0.22%
+40,268
118
$2.37M 0.22%
87,388
+309
119
$2.35M 0.22%
+8,293
120
$2.33M 0.22%
+12,883
121
$2.33M 0.22%
49,168
+21,972
122
$2.29M 0.21%
+50,522
123
$2.28M 0.21%
20,493
-45,144
124
$2.25M 0.21%
25,268
-5,229
125
$2.24M 0.21%
60,596
+1,192
3 4
5
6 7