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
$1.1B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$11.3M
3
+$11.1M
4
HCA icon
HCA Healthcare
HCA
+$9.88M
5
NOW icon
ServiceNow
NOW
+$8.85M

Top Sells

1
+$18.9M
2
+$8.43M
3
+$7.99M
4
UNH icon
UnitedHealth
UNH
+$7.55M
5
HD icon
Home Depot
HD
+$6.93M

Sector Composition

1 Technology 18.85%
2 Healthcare 17.42%
3 Consumer Discretionary 17.18%
4 Financials 10.88%
5 Communication Services 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.19M 0.2%
115,847
-50
127
$2.19M 0.2%
16,852
-1,699
128
$2.16M 0.2%
51,288
-984
129
$2.15M 0.2%
54,712
130
$2.11M 0.19%
3,095
+144
131
$2.07M 0.19%
+12,945
132
$2.01M 0.18%
16,286
+8,431
133
$2M 0.18%
28,092
+956
134
$1.94M 0.18%
10,704
-18,992
135
$1.93M 0.18%
+25,320
136
$1.85M 0.17%
15,592
-49,448
137
$1.85M 0.17%
27,714
+1,280
138
$1.79M 0.16%
71,641
-13,334
139
$1.75M 0.16%
56,871
+7,818
140
$1.71M 0.16%
52,699
+3,003
141
$1.69M 0.15%
33,955
-5,993
142
$1.66M 0.15%
219,767
-36,022
143
$1.63M 0.15%
1,592
-50
144
$1.6M 0.15%
132,388
+309
145
$1.54M 0.14%
29,127
+1,440
146
$1.51M 0.14%
+61,692
147
$1.49M 0.14%
34,095
-7,125
148
$1.48M 0.13%
+21,463
149
$1.43M 0.13%
77,355
+1,577
150
$1.36M 0.12%
57,011
-18,596
4 5
6
7 8