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
$1.85B
AUM Growth
-$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12.4M
3
+$12.4M
4
TSLA icon
Tesla
TSLA
+$11.5M
5
AMZN icon
Amazon
AMZN
+$11.3M

Top Sells

1
+$81.4M
2
+$14.5M
3
+$12.4M
4
BLK icon
Blackrock
BLK
+$12.1M
5
JPM icon
JPMorgan Chase
JPM
+$11.8M

Sector Composition

1 Technology 24.87%
2 Consumer Discretionary 15.15%
3 Healthcare 14.78%
4 Financials 12.33%
5 Communication Services 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.03M 0.22%
238,469
-10,121
127
$3.95M 0.21%
28,579
+14,682
128
$3.91M 0.21%
28,178
+6,306
129
$3.8M 0.21%
27,850
130
$3.78M 0.2%
50,436
131
$3.72M 0.2%
133,201
+8,234
132
$3.7M 0.2%
19,522
+2,375
133
$3.6M 0.19%
+52,675
134
$3.58M 0.19%
+13,697
135
$3.56M 0.19%
30,295
-5,399
136
$3.56M 0.19%
12,474
-3,644
137
$3.48M 0.19%
110,962
+14,265
138
$3.25M 0.18%
23,418
139
$3.2M 0.17%
18,532
-1,743
140
$3.14M 0.17%
47,682
141
$3.02M 0.16%
+25,069
142
$3M 0.16%
38,520
+13,512
143
$3M 0.16%
36,119
-21,609
144
$2.95M 0.16%
+38,421
145
$2.9M 0.16%
16,386
+4,960
146
$2.88M 0.16%
16,721
+6,889
147
$2.78M 0.15%
+47,970
148
$2.75M 0.15%
+27,545
149
$2.71M 0.15%
7,249
-16,571
150
$2.66M 0.14%
+15,437
4 5
6
7 8