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
$1.85B
AUM Growth
-$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12.4M
3
+$12.4M
4
TSLA icon
Tesla
TSLA
+$11.5M
5
AMZN icon
Amazon
AMZN
+$11.3M

Top Sells

1
+$81.4M
2
+$14.5M
3
+$12.4M
4
BLK icon
Blackrock
BLK
+$12.1M
5
JPM icon
JPMorgan Chase
JPM
+$11.8M

Sector Composition

1 Technology 24.87%
2 Consumer Discretionary 15.15%
3 Healthcare 14.78%
4 Financials 12.33%
5 Communication Services 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.39M 0.29%
65,662
-99,349
102
$5.34M 0.29%
19,974
-2,899
103
$5.3M 0.29%
33,565
-9,232
104
$5.28M 0.29%
+80,475
105
$5.22M 0.28%
+13,117
106
$5.21M 0.28%
69,861
-19,964
107
$5.2M 0.28%
3,784
108
$5.19M 0.28%
157,460
+75,590
109
$5.09M 0.27%
59,872
-15,258
110
$5.06M 0.27%
133,506
111
$5.04M 0.27%
1,127
-341
112
$5.02M 0.27%
+300,573
113
$4.95M 0.27%
18,183
-8,183
114
$4.86M 0.26%
90,330
-131,760
115
$4.8M 0.26%
43,639
-3,609
116
$4.73M 0.26%
41,535
+33,436
117
$4.68M 0.25%
900,895
+318,201
118
$4.55M 0.25%
28,683
-10,923
119
$4.54M 0.25%
125,034
+62,415
120
$4.33M 0.23%
+37,957
121
$4.3M 0.23%
85,659
+4,046
122
$4.19M 0.23%
118,172
+77,743
123
$4.15M 0.22%
+61,952
124
$4.14M 0.22%
12,542
-44,035
125
$4.09M 0.22%
39,661
3 4
5
6 7