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
$1.93B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$19.1M
3
+$14.3M
4
AMT icon
American Tower
AMT
+$13.7M
5
EQIX icon
Equinix
EQIX
+$13.2M

Top Sells

1
+$25.8M
2
+$17.5M
3
+$17.4M
4
AAPL icon
Apple
AAPL
+$15.3M
5
FISV
Fiserv Inc
FISV
+$14.9M

Sector Composition

1 Technology 23.35%
2 Consumer Discretionary 16.56%
3 Healthcare 12.27%
4 Financials 11.43%
5 Communication Services 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.04M 0.21%
+124,447
127
$4.02M 0.21%
17,194
-14,897
128
$3.98M 0.21%
+25,524
129
$3.97M 0.21%
92,850
-170,586
130
$3.87M 0.2%
52,864
-49,099
131
$3.79M 0.2%
+12,200
132
$3.76M 0.19%
+46,970
133
$3.75M 0.19%
+25,909
134
$3.75M 0.19%
31,136
135
$3.73M 0.19%
163,830
+72,333
136
$3.66M 0.19%
43,817
137
$3.65M 0.19%
+79,967
138
$3.63M 0.19%
16,819
+1,041
139
$3.38M 0.18%
23,897
-14,132
140
$3.37M 0.17%
98,709
141
$3.29M 0.17%
10,726
142
$3.27M 0.17%
747,304
-164,372
143
$3.26M 0.17%
22,040
+1,948
144
$3.26M 0.17%
+21,624
145
$3.12M 0.16%
31,776
146
$3.1M 0.16%
+661,382
147
$3.05M 0.16%
14,814
148
$3.03M 0.16%
122,963
149
$3.03M 0.16%
99,385
150
$3.01M 0.16%
34,061
4 5
6
7 8