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
$1.5B
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$45.4M
3
+$33.4M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$21.1M
5
KR icon
Kroger
KR
+$13.5M

Top Sells

1
+$15M
2
+$12.9M
3
+$12.3M
4
LULU icon
lululemon athletica
LULU
+$8.99M
5
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$8.31M

Sector Composition

1 Technology 22.9%
2 Healthcare 17.39%
3 Financials 12.46%
4 Consumer Discretionary 11.15%
5 Consumer Staples 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.54M 0.17%
76,139
+25,995
127
$2.52M 0.17%
6,546
-6,546
128
$2.51M 0.17%
56,765
+14,806
129
$2.39M 0.16%
+9,012
130
$2.38M 0.16%
540,757
+103,901
131
$2.38M 0.16%
+23,099
132
$2.33M 0.16%
46,085
-1,590
133
$2.31M 0.15%
6,119
+200
134
$2.25M 0.15%
+54,866
135
$2.21M 0.15%
14,978
+9,120
136
$2.21M 0.15%
+69,413
137
$2.2M 0.15%
60,193
+15,740
138
$2.15M 0.14%
104,205
+30,359
139
$2.12M 0.14%
+53,809
140
$2.09M 0.14%
+6,457
141
$2.07M 0.14%
+27,711
142
$1.99M 0.13%
+29,336
143
$1.99M 0.13%
72,377
-160,602
144
$1.92M 0.13%
15,204
-1,652
145
$1.84M 0.12%
5,966
-3,361
146
$1.81M 0.12%
57,767
-123
147
$1.78M 0.12%
43,558
-4,063
148
$1.76M 0.12%
13,442
+2,901
149
$1.69M 0.11%
11,978
+10,148
150
$1.56M 0.1%
+22,258
4 5
6
7 8