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
$1.73B
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$16.4M
3
+$16.3M
4
JNJ icon
Johnson & Johnson
JNJ
+$15.8M
5
HCA icon
HCA Healthcare
HCA
+$15M

Top Sells

1
+$20.6M
2
+$18.8M
3
+$18.2M
4
MRK icon
Merck
MRK
+$11.4M
5
AWK icon
American Water Works
AWK
+$10.3M

Sector Composition

1 Technology 25.62%
2 Healthcare 15.82%
3 Consumer Discretionary 15.12%
4 Financials 9.32%
5 Communication Services 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.9M 0.28%
76,656
-450
102
$4.81M 0.28%
4,160
+285
103
$4.75M 0.27%
28,674
-1
104
$4.62M 0.27%
19,121
-3,256
105
$4.61M 0.27%
34,495
-24,189
106
$4.57M 0.26%
38,677
+3,652
107
$4.54M 0.26%
39,577
+3,053
108
$4.44M 0.26%
72,439
+62,159
109
$4.41M 0.26%
119,580
+57,500
110
$4.4M 0.25%
40,855
111
$4.29M 0.25%
6,958
-1,822
112
$4.27M 0.25%
24,162
-11,073
113
$4.19M 0.24%
32,684
+21,563
114
$4.19M 0.24%
70,444
115
$4.15M 0.24%
259,042
+76,280
116
$4.15M 0.24%
+32,798
117
$4M 0.23%
18,882
-4,230
118
$3.84M 0.22%
47,731
+7,996
119
$3.83M 0.22%
+35,453
120
$3.74M 0.22%
+12,521
121
$3.66M 0.21%
298,834
-204,581
122
$3.38M 0.2%
+10,726
123
$3.36M 0.19%
31,136
124
$3.29M 0.19%
+885,123
125
$3.24M 0.19%
57,534
3 4
5
6 7