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
$1.62B
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$6.78M
3
+$6.62M
4
KMI icon
Kinder Morgan
KMI
+$6.41M
5
ORCL icon
Oracle
ORCL
+$3.99M

Top Sells

1
+$15.9M
2
+$11.3M
3
+$9.26M
4
ACN icon
Accenture
ACN
+$7.45M
5
LLY icon
Eli Lilly
LLY
+$7.34M

Sector Composition

1 Technology 26.79%
2 Healthcare 15.69%
3 Financials 11.31%
4 Consumer Discretionary 10.36%
5 Communication Services 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.11M 0.19%
13,988
-3,002
102
$3.1M 0.19%
98,726
-95,880
103
$3.04M 0.19%
51,117
104
$3.01M 0.19%
125,085
105
$2.99M 0.19%
43,316
106
$2.93M 0.18%
26,873
107
$2.84M 0.18%
136,564
108
$2.84M 0.18%
6,638
109
$2.61M 0.16%
14,978
110
$2.61M 0.16%
30,002
111
$2.56M 0.16%
34,798
112
$2.52M 0.16%
33,372
113
$2.48M 0.15%
20,336
-10,199
114
$2.33M 0.14%
+69,734
115
$2.32M 0.14%
36,065
+18,247
116
$2.29M 0.14%
4,728
-4,407
117
$2.28M 0.14%
72,377
118
$2.22M 0.14%
+52,078
119
$2.18M 0.13%
+24,700
120
$2.15M 0.13%
57,051
121
$2.14M 0.13%
104,672
122
$2.13M 0.13%
+11,871
123
$2.11M 0.13%
21,778
-19,329
124
$2.08M 0.13%
+10,186
125
$2.02M 0.13%
+14,002
3 4
5
6 7