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
$1.24B
AUM Growth
+$99.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$10.8M
3
+$10.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10M
5
IAU icon
iShares Gold Trust
IAU
+$9.91M

Top Sells

1
+$21.3M
2
+$10.6M
3
+$7.31M
4
HUM icon
Humana
HUM
+$6.94M
5
CSCO icon
Cisco
CSCO
+$6.77M

Sector Composition

1 Technology 17.65%
2 Consumer Discretionary 14.41%
3 Communication Services 12.91%
4 Healthcare 12.05%
5 Financials 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.55M 0.29%
61,252
-790
102
$3.48M 0.28%
22,854
-18,299
103
$3.45M 0.28%
29,076
104
$3.41M 0.27%
15,295
-719
105
$3.4M 0.27%
+23,642
106
$3.33M 0.27%
20,644
+81
107
$3.27M 0.26%
61,365
+12,910
108
$3.17M 0.26%
+26,776
109
$3.05M 0.25%
+14,576
110
$3.02M 0.24%
144,897
+73,092
111
$2.92M 0.23%
55,600
+29,433
112
$2.83M 0.23%
+68,872
113
$2.73M 0.22%
+10,220
114
$2.73M 0.22%
13,734
-1,636
115
$2.71M 0.22%
45,197
+9,065
116
$2.69M 0.22%
78,972
-162,258
117
$2.66M 0.21%
+17,445
118
$2.66M 0.21%
94,935
+3,650
119
$2.63M 0.21%
18,776
-367
120
$2.63M 0.21%
17,724
-10,656
121
$2.6M 0.21%
+171,240
122
$2.52M 0.2%
48,817
-869
123
$2.49M 0.2%
53,047
124
$2.46M 0.2%
95,261
+32,225
125
$2.45M 0.2%
+33,706
3 4
5
6 7