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
$1.45B
AUM Growth
-$405M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$9.33M
2
+$9.26M
3
+$9.18M
4
PLD icon
Prologis
PLD
+$8.69M
5
INTU icon
Intuit
INTU
+$8.32M

Top Sells

1
+$16.1M
2
+$13M
3
+$12.2M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.6M
5
KO icon
Coca-Cola
KO
+$11.1M

Sector Composition

1 Technology 26.98%
2 Healthcare 17.34%
3 Consumer Discretionary 13.22%
4 Financials 11.55%
5 Communication Services 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.84M 0.2%
86,589
-38,445
127
$2.77M 0.19%
47,675
+24,386
128
$2.67M 0.19%
+132,342
129
$2.62M 0.18%
40,792
-7,178
130
$2.62M 0.18%
235,227
-3,242
131
$2.59M 0.18%
+24,847
132
$2.55M 0.18%
9,327
+2,280
133
$2.48M 0.17%
34,091
+9,022
134
$2.38M 0.16%
+75,000
135
$2.36M 0.16%
57,890
-760
136
$2.29M 0.16%
+13,075
137
$2.2M 0.15%
+14,855
138
$2.13M 0.15%
+9,406
139
$2.1M 0.15%
+12,908
140
$2.1M 0.15%
37,981
-539
141
$2.09M 0.14%
14,831
-92,130
142
$2.07M 0.14%
+5,228
143
$2.05M 0.14%
16,856
-11,723
144
$2.05M 0.14%
27,195
-350
145
$1.89M 0.13%
5,919
+1,103
146
$1.87M 0.13%
148,806
-42,242
147
$1.8M 0.12%
41,959
-618
148
$1.72M 0.12%
+23,485
149
$1.57M 0.11%
44,453
-47,247
150
$1.52M 0.11%
+37,924
4 5
6
7 8