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
$1.45B
AUM Growth
-$405M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$9.33M
2
+$9.26M
3
+$9.18M
4
PLD icon
Prologis
PLD
+$8.69M
5
INTU icon
Intuit
INTU
+$8.32M

Top Sells

1
+$16.1M
2
+$13M
3
+$12.2M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.6M
5
KO icon
Coca-Cola
KO
+$11.1M

Sector Composition

1 Technology 26.98%
2 Healthcare 17.34%
3 Consumer Discretionary 13.22%
4 Financials 11.55%
5 Communication Services 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.9M 0.27%
25,510
-3,173
102
$3.9M 0.27%
40,008
+347
103
$3.84M 0.27%
42,998
-641
104
$3.79M 0.26%
26,668
-16,944
105
$3.63M 0.25%
52,579
+4,897
106
$3.59M 0.25%
12,476
+6,823
107
$3.59M 0.25%
+17,519
108
$3.56M 0.25%
21,166
-11,723
109
$3.56M 0.25%
74,284
-6,191
110
$3.54M 0.24%
136,696
+3,495
111
$3.52M 0.24%
61,033
-919
112
$3.5M 0.24%
9,079
-4,038
113
$3.45M 0.24%
+14,626
114
$3.42M 0.24%
25,715
-2,463
115
$3.33M 0.23%
251,498
-49,075
116
$3.28M 0.23%
843,810
-57,085
117
$3.19M 0.22%
30,977
+8,931
118
$3.18M 0.22%
74,650
-15,680
119
$3.1M 0.21%
41,350
+3,393
120
$3.07M 0.21%
19,744
-19,603
121
$3.01M 0.21%
+28,334
122
$2.96M 0.2%
19,221
-301
123
$2.94M 0.2%
56,244
+19,661
124
$2.92M 0.2%
63,139
-22,520
125
$2.89M 0.2%
109,272
-1,690
3 4
5
6 7