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
$1.06B
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.9M
3
+$11.8M
4
UNH icon
UnitedHealth
UNH
+$11.5M
5
MRK icon
Merck
MRK
+$9.33M

Top Sells

1
+$15.6M
2
+$11.4M
3
+$10.9M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$10.5M
5
BLK icon
Blackrock
BLK
+$9.82M

Sector Composition

1 Technology 18.2%
2 Healthcare 16.07%
3 Financials 15.81%
4 Consumer Discretionary 12.74%
5 Communication Services 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.2M 0.21%
36,420
127
$2.18M 0.2%
29,845
-2,465
128
$2.18M 0.2%
84,492
+29,247
129
$2.17M 0.2%
81,746
+27,789
130
$2.14M 0.2%
+17,725
131
$2.13M 0.2%
+101,183
132
$2.12M 0.2%
42,990
+3,586
133
$2.09M 0.2%
+113,340
134
$2.05M 0.19%
3,546
+198
135
$2.03M 0.19%
+44,917
136
$2.02M 0.19%
+14,975
137
$1.98M 0.19%
51,404
-2,493
138
$1.81M 0.17%
+330,323
139
$1.74M 0.16%
57,058
-4,172
140
$1.72M 0.16%
201,138
-126,895
141
$1.71M 0.16%
+51,149
142
$1.69M 0.16%
62,776
+7,714
143
$1.66M 0.16%
9,697
+3,004
144
$1.65M 0.15%
169,496
+35,601
145
$1.63M 0.15%
22,069
-2,311
146
$1.62M 0.15%
155,907
+2,768
147
$1.61M 0.15%
+69,593
148
$1.6M 0.15%
29,278
-1,238
149
$1.6M 0.15%
+157,021
150
$1.59M 0.15%
42,080
+1,896
4 5
6
7 8