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
$1.73B
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$16.4M
3
+$16.3M
4
JNJ icon
Johnson & Johnson
JNJ
+$15.8M
5
HCA icon
HCA Healthcare
HCA
+$15M

Top Sells

1
+$20.6M
2
+$18.8M
3
+$18.2M
4
MRK icon
Merck
MRK
+$11.4M
5
AWK icon
American Water Works
AWK
+$10.3M

Sector Composition

1 Technology 25.62%
2 Healthcare 15.82%
3 Consumer Discretionary 15.12%
4 Financials 9.32%
5 Communication Services 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.21M 0.19%
98,709
-8,591
127
$3.21M 0.19%
57,888
+1,125
128
$3.2M 0.18%
+15,778
129
$3.18M 0.18%
43,817
+1,491
130
$3.17M 0.18%
+14,814
131
$3.14M 0.18%
31,776
132
$3.09M 0.18%
122,963
+38,383
133
$3.02M 0.17%
34,061
+26,582
134
$3M 0.17%
15,371
135
$2.98M 0.17%
58,814
+29,415
136
$2.94M 0.17%
99,385
137
$2.83M 0.16%
41,005
+2,969
138
$2.82M 0.16%
+20,092
139
$2.76M 0.16%
25,517
140
$2.73M 0.16%
32,102
-56,161
141
$2.71M 0.16%
30,527
-3,323
142
$2.71M 0.16%
32,201
+22,289
143
$2.66M 0.15%
969,711
+101,035
144
$2.59M 0.15%
+25,800
145
$2.5M 0.14%
+10,529
146
$2.46M 0.14%
11,319
-12,284
147
$2.38M 0.14%
35,621
+10,823
148
$2.33M 0.14%
38,414
149
$2.3M 0.13%
+96,729
150
$2.29M 0.13%
79,211
-31,641
4 5
6
7 8