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
$1.05B
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.5M
3
+$10.4M
4
AAPL icon
Apple
AAPL
+$10.4M
5
ADBE icon
Adobe
ADBE
+$10.3M

Top Sells

1
+$10.7M
2
+$9.98M
3
+$9.53M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$8.94M
5
TIF
Tiffany & Co.
TIF
+$7.61M

Sector Composition

1 Technology 18.37%
2 Financials 15.42%
3 Consumer Discretionary 14.11%
4 Healthcare 11.09%
5 Communication Services 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.35M 0.13%
+27,196
152
$1.26M 0.12%
55,245
-5,989
153
$1.23M 0.12%
40,053
-5,630
154
$1.17M 0.11%
+11,664
155
$1.15M 0.11%
+8,583
156
$1.12M 0.11%
48,846
-5,319
157
$1.1M 0.1%
+16,025
158
$933K 0.09%
7,693
-88,406
159
$865K 0.08%
+6,693
160
$823K 0.08%
9,953
+4,123
161
$786K 0.07%
18,633
+2,134
162
$749K 0.07%
12,680
-82,268
163
$687K 0.07%
21,207
-37,940
164
$630K 0.06%
43,112
+5,976
165
– –
-17,244
166
– –
-72,934
167
– –
-608,250
168
– –
-11,121
169
– –
-27,768
170
– –
-107,658
171
– –
-180,408
172
– –
-201,882
173
– –
-607,328
174
– –
-207,205
175
– –
-29,964
4 5 6
7
8