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
$1.96B
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$15.9M
3
+$15.4M
4
MCO icon
Moody's
MCO
+$10.8M
5
AAPL icon
Apple
AAPL
+$10.7M

Top Sells

1
+$15.3M
2
+$11.2M
3
+$10.9M
4
CRM icon
Salesforce
CRM
+$10.5M
5
DHR icon
Danaher
DHR
+$9.78M

Sector Composition

1 Technology 23.84%
2 Consumer Discretionary 14.76%
3 Financials 14.09%
4 Healthcare 11.72%
5 Communication Services 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.44M 0.28%
90,242
-125,929
102
$5.44M 0.28%
34,510
-4,396
103
$5.43M 0.28%
38,004
+25,216
104
$5.42M 0.28%
118,106
+20,064
105
$5.34M 0.27%
27,164
-1,397
106
$5.33M 0.27%
+8,761
107
$5.3M 0.27%
100,455
108
$5.3M 0.27%
58,414
+2,752
109
$5.27M 0.27%
87,866
110
$5.24M 0.27%
1,093
-257
111
$5.2M 0.26%
89,599
+68,515
112
$5.16M 0.26%
30,484
-14,463
113
$5.09M 0.26%
3,695
-231
114
$5.09M 0.26%
65,728
115
$5.08M 0.26%
16,960
116
$5.06M 0.26%
16,643
-3,407
117
$5.05M 0.26%
20,895
+10,327
118
$4.95M 0.25%
24,770
119
$4.95M 0.25%
25,780
-2,845
120
$4.91M 0.25%
57,251
-33,274
121
$4.89M 0.25%
11,404
+7,867
122
$4.87M 0.25%
136,924
123
$4.85M 0.25%
40,678
+2,286
124
$4.7M 0.24%
32,337
-2,193
125
$4.7M 0.24%
11,612
-14,495
3 4
5
6 7