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
$1.02B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$12.2M
3
+$11.7M
4
SIVB
SVB Financial Group
SIVB
+$10.9M
5
JNJ icon
Johnson & Johnson
JNJ
+$10.9M

Top Sells

1
+$13.3M
2
+$9.43M
3
+$9.38M
4
VMW
VMware, Inc
VMW
+$8.69M
5
BIIB icon
Biogen
BIIB
+$8.54M

Sector Composition

1 Technology 18.4%
2 Financials 16.07%
3 Consumer Discretionary 15.92%
4 Healthcare 9.38%
5 Industrials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.23M 0.12%
45,683
+5,230
152
$1.19M 0.12%
4,358
-31,191
153
$1.19M 0.12%
+45,285
154
$1.07M 0.11%
+19,403
155
$963K 0.09%
+12,142
156
$959K 0.09%
+11,121
157
$856K 0.08%
23,158
+922
158
$830K 0.08%
16,499
+1,762
159
$763K 0.08%
16,238
160
$674K 0.07%
+14,811
161
$673K 0.07%
3,883
-130
162
$666K 0.07%
6,870
-30,436
163
$651K 0.06%
37,136
-8,121
164
$524K 0.05%
+7,516
165
$435K 0.04%
5,830
-6,518
166
– –
-110,654
167
– –
-49,727
168
– –
-84,913
169
– –
-88,925
170
– –
-143,210
171
– –
-144,851
172
– –
-62,938
173
– –
-208,467
174
– –
-13,789
175
– –
-29,302
4 5 6
7
8