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
$1.5B
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$45.4M
3
+$33.4M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$21.1M
5
KR icon
Kroger
KR
+$13.5M

Top Sells

1
+$15M
2
+$12.9M
3
+$12.3M
4
LULU icon
lululemon athletica
LULU
+$8.99M
5
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$8.31M

Sector Composition

1 Technology 22.9%
2 Healthcare 17.39%
3 Financials 12.46%
4 Consumer Discretionary 11.15%
5 Consumer Staples 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.46M 0.23%
51,883
-45,595
102
$3.42M 0.23%
26,927
-1,407
103
$3.39M 0.23%
209,780
+110,721
104
$3.33M 0.22%
82,691
+19,552
105
$3.31M 0.22%
+48,392
106
$3.3M 0.22%
113,485
-34,050
107
$3.29M 0.22%
225,440
-882,230
108
$3.27M 0.22%
44,279
+2,929
109
$3.24M 0.22%
98,892
-10,380
110
$3.24M 0.22%
+9,422
111
$3.23M 0.22%
+145,368
112
$3.23M 0.21%
30,002
-975
113
$3.08M 0.2%
+56,338
114
$3.05M 0.2%
72,500
-2,150
115
$2.86M 0.19%
25,212
+19,978
116
$2.86M 0.19%
123,784
-12,912
117
$2.85M 0.19%
50,822
+10,030
118
$2.85M 0.19%
+35,600
119
$2.81M 0.19%
14,719
-13,255
120
$2.79M 0.19%
7,296
+6,001
121
$2.77M 0.18%
961,678
+692,169
122
$2.64M 0.18%
+47,669
123
$2.57M 0.17%
+26,268
124
$2.56M 0.17%
+21,773
125
$2.54M 0.17%
+23,708
3 4
5
6 7