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
$1.1B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$11.3M
3
+$11.1M
4
HCA icon
HCA Healthcare
HCA
+$9.88M
5
NOW icon
ServiceNow
NOW
+$8.85M

Top Sells

1
+$18.9M
2
+$8.43M
3
+$7.99M
4
UNH icon
UnitedHealth
UNH
+$7.55M
5
HD icon
Home Depot
HD
+$6.93M

Sector Composition

1 Technology 18.85%
2 Healthcare 17.42%
3 Consumer Discretionary 17.18%
4 Financials 10.88%
5 Communication Services 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.31M 0.3%
36,042
-3,033
102
$3.28M 0.3%
18,181
-684
103
$3.25M 0.3%
162,376
+9,787
104
$3.24M 0.29%
+131,816
105
$3.17M 0.29%
+22,870
106
$3.14M 0.29%
186,950
-12,345
107
$3.07M 0.28%
38,214
+3,210
108
$3.06M 0.28%
+30,092
109
$2.99M 0.27%
+65,705
110
$2.88M 0.26%
18,648
-154
111
$2.67M 0.24%
45,400
+12,500
112
$2.59M 0.24%
42,966
-23,813
113
$2.57M 0.23%
+142,096
114
$2.57M 0.23%
166,365
-753
115
$2.48M 0.23%
+51,350
116
$2.48M 0.22%
+26,397
117
$2.47M 0.22%
+13,541
118
$2.43M 0.22%
+84,733
119
$2.41M 0.22%
108,557
-821
120
$2.33M 0.21%
65,334
+4,207
121
$2.31M 0.21%
+432,460
122
$2.29M 0.21%
28,155
-3,459
123
$2.26M 0.21%
37,911
+3,088
124
$2.25M 0.2%
63,660
-2,808
125
$2.23M 0.2%
55,842
+526
3 4
5
6 7