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
$1.02B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$12.2M
3
+$11.7M
4
SIVB
SVB Financial Group
SIVB
+$10.9M
5
JNJ icon
Johnson & Johnson
JNJ
+$10.9M

Top Sells

1
+$13.3M
2
+$9.43M
3
+$9.38M
4
VMW
VMware, Inc
VMW
+$8.69M
5
BIIB icon
Biogen
BIIB
+$8.54M

Sector Composition

1 Technology 18.4%
2 Financials 16.07%
3 Consumer Discretionary 15.92%
4 Healthcare 9.38%
5 Industrials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.69M 0.17%
+34,640
127
$1.68M 0.17%
+80,156
128
$1.68M 0.17%
+50,736
129
$1.67M 0.16%
+58,096
130
$1.66M 0.16%
13,664
-71,693
131
$1.66M 0.16%
89,886
+11,742
132
$1.65M 0.16%
67,967
-15,146
133
$1.64M 0.16%
+27,484
134
$1.64M 0.16%
33,580
+2,304
135
$1.64M 0.16%
+106,429
136
$1.61M 0.16%
57,590
+2,256
137
$1.58M 0.16%
32,387
+7,137
138
$1.57M 0.15%
36,849
+3,850
139
$1.56M 0.15%
+36,427
140
$1.56M 0.15%
+61,234
141
$1.53M 0.15%
20,901
-3,660
142
$1.51M 0.15%
+74,360
143
$1.51M 0.15%
22,011
144
$1.5M 0.15%
14,335
-1,185
145
$1.46M 0.14%
20,151
-4,151
146
$1.43M 0.14%
10,687
+1,095
147
$1.38M 0.14%
9,476
-45,595
148
$1.35M 0.13%
+29,431
149
$1.34M 0.13%
+93,296
150
$1.25M 0.12%
54,165
-2,250
4 5
6
7 8