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
$1.24B
AUM Growth
+$99.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$10.8M
3
+$10.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10M
5
IAU icon
iShares Gold Trust
IAU
+$9.91M

Top Sells

1
+$21.3M
2
+$10.6M
3
+$7.31M
4
HUM icon
Humana
HUM
+$6.94M
5
CSCO icon
Cisco
CSCO
+$6.77M

Sector Composition

1 Technology 17.65%
2 Consumer Discretionary 14.41%
3 Communication Services 12.91%
4 Healthcare 12.05%
5 Financials 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.44M 0.2%
+11,002
127
$2.36M 0.19%
58,796
+3,249
128
$2.35M 0.19%
24,495
-13,370
129
$2.28M 0.18%
20,721
-24,365
130
$2.27M 0.18%
+135,403
131
$2.27M 0.18%
19,436
-1,017
132
$2.26M 0.18%
+147,503
133
$2.25M 0.18%
+33,647
134
$2.21M 0.18%
221,262
+6,365
135
$2.2M 0.18%
8,276
-12,888
136
$2.19M 0.18%
+357,841
137
$2.15M 0.17%
38,877
138
$2.03M 0.16%
+12,319
139
$2.02M 0.16%
89,769
+1,422
140
$1.98M 0.16%
+141,414
141
$1.92M 0.15%
236,542
+18,513
142
$1.92M 0.15%
+36,622
143
$1.9M 0.15%
+38,573
144
$1.9M 0.15%
27,483
-30,510
145
$1.88M 0.15%
298,638
+142,015
146
$1.86M 0.15%
+71,677
147
$1.86M 0.15%
10,960
148
$1.82M 0.15%
32,326
+7,734
149
$1.8M 0.14%
+60,875
150
$1.8M 0.14%
57,680
-29,770
4 5
6
7 8