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
$1.05B
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.5M
3
+$10.4M
4
AAPL icon
Apple
AAPL
+$10.4M
5
ADBE icon
Adobe
ADBE
+$10.3M

Top Sells

1
+$10.7M
2
+$9.98M
3
+$9.53M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$8.94M
5
TIF
Tiffany & Co.
TIF
+$7.61M

Sector Composition

1 Technology 18.37%
2 Financials 15.42%
3 Consumer Discretionary 14.11%
4 Healthcare 11.09%
5 Communication Services 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.96M 0.19%
3,348
-141
127
$1.95M 0.18%
+104,421
128
$1.93M 0.18%
+153,139
129
$1.91M 0.18%
107,194
+1,307
130
$1.9M 0.18%
16,729
-118
131
$1.88M 0.18%
85,154
-4,732
132
$1.85M 0.18%
24,053
-4,412
133
$1.77M 0.17%
82,642
+2,486
134
$1.73M 0.16%
40,532
+4,105
135
$1.69M 0.16%
55,062
+4,326
136
$1.69M 0.16%
60,300
-7,667
137
$1.68M 0.16%
24,380
-3,104
138
$1.68M 0.16%
61,230
+3,640
139
$1.66M 0.16%
32,882
+495
140
$1.64M 0.16%
30,516
-4,124
141
$1.63M 0.15%
11,056
-2,608
142
$1.61M 0.15%
40,184
-10,178
143
$1.6M 0.15%
33,429
-3,420
144
$1.59M 0.15%
133,895
+27,466
145
$1.51M 0.14%
19,742
-409
146
$1.47M 0.14%
17,383
+3,048
147
$1.47M 0.14%
53,957
-4,139
148
$1.47M 0.14%
16,338
-4,563
149
$1.45M 0.14%
32,671
-909
150
$1.39M 0.13%
81,778
-11,518
4 5
6
7 8