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
$1.36B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$11.9M
3
+$9.97M
4
FRC
First Republic Bank
FRC
+$9.96M
5
TMO icon
Thermo Fisher Scientific
TMO
+$9.88M

Top Sells

1
+$14M
2
+$13.9M
3
+$11M
4
WMT icon
Walmart Inc
WMT
+$10.8M
5
META icon
Meta Platforms (Facebook)
META
+$9.89M

Sector Composition

1 Technology 18.15%
2 Financials 14.99%
3 Consumer Discretionary 12.48%
4 Healthcare 11.91%
5 Communication Services 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.54M 0.19%
24,096
-6,999
127
$2.52M 0.19%
12,217
-1,517
128
$2.46M 0.18%
+18,060
129
$2.46M 0.18%
+64,446
130
$2.45M 0.18%
39,329
-16,271
131
$2.43M 0.18%
105,265
+29,998
132
$2.43M 0.18%
161,898
+20,484
133
$2.41M 0.18%
357,841
134
$2.38M 0.18%
234,798
-1,744
135
$2.32M 0.17%
91,335
-3,926
136
$2.29M 0.17%
154,397
+6,894
137
$2.22M 0.16%
34,293
-4,280
138
$2.2M 0.16%
207,550
-13,712
139
$2.11M 0.16%
32,536
-4,086
140
$2.03M 0.15%
305,449
-2,148
141
$2.03M 0.15%
67,607
+6,732
142
$1.99M 0.15%
37,963
-15,084
143
$1.95M 0.14%
+82,723
144
$1.94M 0.14%
+9,091
145
$1.91M 0.14%
42,045
-16,751
146
$1.89M 0.14%
7,219
-1,057
147
$1.87M 0.14%
130,690
-290
148
$1.86M 0.14%
39,088
-2,032
149
$1.86M 0.14%
4,902
+189
150
$1.84M 0.14%
75,157
-14,612
4 5
6
7 8