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
$1.96B
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$15.9M
3
+$15.4M
4
MCO icon
Moody's
MCO
+$10.8M
5
AAPL icon
Apple
AAPL
+$10.7M

Top Sells

1
+$15.3M
2
+$11.2M
3
+$10.9M
4
CRM icon
Salesforce
CRM
+$10.5M
5
DHR icon
Danaher
DHR
+$9.78M

Sector Composition

1 Technology 23.84%
2 Consumer Discretionary 14.76%
3 Financials 14.09%
4 Healthcare 11.72%
5 Communication Services 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.69M 0.24%
18,147
-1,431
127
$4.56M 0.23%
29,678
+18,359
128
$4.55M 0.23%
26,276
-3,770
129
$4.52M 0.23%
27,057
+20,517
130
$4.37M 0.22%
36,586
131
$4.29M 0.22%
12,789
+9,903
132
$4.28M 0.22%
+67,828
133
$4.15M 0.21%
113,091
-11,356
134
$4.08M 0.21%
20,035
135
$4M 0.2%
+10,407
136
$3.98M 0.2%
154,057
+11,169
137
$3.96M 0.2%
25,909
138
$3.92M 0.2%
+32,303
139
$3.91M 0.2%
+70,771
140
$3.79M 0.19%
+57,829
141
$3.71M 0.19%
+11,199
142
$3.67M 0.19%
163,830
143
$3.63M 0.19%
24,245
+2,621
144
$3.62M 0.18%
31,136
145
$3.61M 0.18%
+46,717
146
$3.59M 0.18%
33,932
-6,598
147
$3.55M 0.18%
+57,883
148
$3.4M 0.17%
46,970
149
$3.4M 0.17%
22,340
+300
150
$3.33M 0.17%
+20,218
4 5
6
7 8