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
$914M
AUM Growth
+$83.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$13.1M
3
+$10.6M
4
KR icon
Kroger
KR
+$9.71M
5
GILD icon
Gilead Sciences
GILD
+$9.63M

Top Sells

1
+$13.4M
2
+$13.1M
3
+$12.8M
4
MRK icon
Merck
MRK
+$12.5M
5
JPM icon
JPMorgan Chase
JPM
+$11.9M

Sector Composition

1 Technology 17.38%
2 Consumer Discretionary 15.55%
3 Financials 13.71%
4 Healthcare 9.74%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.57M 0.17%
11,273
-157
127
$1.57M 0.17%
40,890
-5,062
128
$1.57M 0.17%
21,789
-20,792
129
$1.57M 0.17%
+31,276
130
$1.56M 0.17%
+15,520
131
$1.55M 0.17%
240,787
+10,138
132
$1.54M 0.17%
55,334
+1,311
133
$1.52M 0.17%
+31,984
134
$1.5M 0.16%
+25,250
135
$1.47M 0.16%
+22,011
136
$1.43M 0.16%
+24,561
137
$1.38M 0.15%
+9,592
138
$1.38M 0.15%
+31,876
139
$1.34M 0.15%
+7,793
140
$1.18M 0.13%
+56,415
141
$1.16M 0.13%
40,453
-15,730
142
$1.03M 0.11%
12,348
+2,809
143
$871K 0.1%
+3,088
144
$861K 0.09%
+8,254
145
$794K 0.09%
14,737
-1,716
146
$780K 0.09%
+22,236
147
$772K 0.08%
+13,789
148
$745K 0.08%
16,238
149
$650K 0.07%
45,257
-5,209
150
$647K 0.07%
+3,285
4 5
6
7 8