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
$1.93B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$19.1M
3
+$14.3M
4
AMT icon
American Tower
AMT
+$13.7M
5
EQIX icon
Equinix
EQIX
+$13.2M

Top Sells

1
+$25.8M
2
+$17.5M
3
+$17.4M
4
AAPL icon
Apple
AAPL
+$15.3M
5
FI icon
Fiserv
FI
+$14.9M

Sector Composition

1 Technology 23.35%
2 Consumer Discretionary 16.56%
3 Healthcare 12.27%
4 Financials 11.43%
5 Communication Services 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.08M 0.26%
+100,455
102
$5.02M 0.26%
6,958
103
$4.94M 0.26%
14,033
-720
104
$4.92M 0.25%
24,770
-6,076
105
$4.89M 0.25%
+17,758
106
$4.89M 0.25%
28,111
-1,443
107
$4.86M 0.25%
38,392
-2,463
108
$4.86M 0.25%
+20,050
109
$4.71M 0.24%
+136,924
110
$4.68M 0.24%
16,960
-21,032
111
$4.66M 0.24%
40,530
+953
112
$4.64M 0.24%
30,046
-2,638
113
$4.58M 0.24%
32,141
-2,354
114
$4.56M 0.24%
+34,530
115
$4.46M 0.23%
+163,717
116
$4.44M 0.23%
18,732
-389
117
$4.44M 0.23%
19,578
-10,617
118
$4.37M 0.23%
+20,035
119
$4.27M 0.22%
+73,553
120
$4.25M 0.22%
32,798
121
$4.19M 0.22%
36,586
-2,091
122
$4.16M 0.22%
+47,671
123
$4.12M 0.21%
+51,689
124
$4.07M 0.21%
47,731
125
$4.05M 0.21%
53,507
-51,190
3 4
5
6 7