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
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$1.76B
2
+$30.9M
3
+$1.45M

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
102
$3.9M 0.27%
40,008
103
$3.84M 0.27%
42,998
104
$3.79M 0.26%
26,668
105
$3.63M 0.25%
52,579
106
$3.59M 0.25%
12,476
107
$3.59M 0.25%
17,519
108
$3.56M 0.25%
21,166
109
$3.56M 0.25%
74,284
110
$3.54M 0.24%
136,696
111
$3.52M 0.24%
61,033
112
$3.5M 0.24%
9,079
113
$3.45M 0.24%
14,626
114
$3.42M 0.24%
25,715
115
$3.33M 0.23%
251,498
116
$3.28M 0.23%
843,810
117
$3.19M 0.22%
30,977
118
$3.18M 0.22%
74,650
119
$3.1M 0.21%
41,350
120
$3.07M 0.21%
19,744
121
$3.01M 0.21%
28,334
122
$2.96M 0.2%
19,221
123
$2.94M 0.2%
56,244
124
$2.92M 0.2%
63,139
125
$2.89M 0.2%
109,272
3 4
5
6 7