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
$1.62B
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$6.78M
3
+$6.62M
4
KMI icon
Kinder Morgan
KMI
+$6.41M
5
ORCL icon
Oracle
ORCL
+$3.99M

Top Sells

1
+$15.9M
2
+$11.3M
3
+$9.26M
4
ACN icon
Accenture
ACN
+$7.45M
5
LLY icon
Eli Lilly
LLY
+$7.34M

Sector Composition

1 Technology 26.79%
2 Healthcare 15.69%
3 Financials 11.31%
4 Consumer Discretionary 10.36%
5 Communication Services 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.01M 0.12%
26,186
-15,409
127
$1.99M 0.12%
20,918
128
$1.98M 0.12%
69,413
129
$1.95M 0.12%
34,490
-30,939
130
$1.93M 0.12%
+121,073
131
$1.86M 0.12%
48,247
132
$1.83M 0.11%
+17,818
133
$1.78M 0.11%
715
134
$1.78M 0.11%
+26,725
135
$1.71M 0.11%
+2,467
136
$1.69M 0.1%
34,090
137
$1.67M 0.1%
384,718
-327,759
138
$1.66M 0.1%
+11,407
139
$1.66M 0.1%
+8,504
140
$1.59M 0.1%
+20,697
141
$1.57M 0.1%
7,225
142
$1.56M 0.1%
13,309
143
$1.52M 0.09%
+22,880
144
$1.45M 0.09%
+22,540
145
$1.42M 0.09%
48,284
146
$1.41M 0.09%
11,847
147
$1.4M 0.09%
42,186
148
$1.35M 0.08%
39,455
-34,980
149
$1.34M 0.08%
18,487
-16,489
150
$1.33M 0.08%
22,460
4 5
6
7 8