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
$1.06B
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.9M
3
+$11.8M
4
UNH icon
UnitedHealth
UNH
+$11.5M
5
MRK icon
Merck
MRK
+$9.33M

Top Sells

1
+$15.6M
2
+$11.4M
3
+$10.9M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$10.5M
5
BLK icon
Blackrock
BLK
+$9.82M

Sector Composition

1 Technology 18.2%
2 Healthcare 16.07%
3 Financials 15.81%
4 Consumer Discretionary 12.74%
5 Communication Services 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.57M 0.15%
30,030
-3,399
152
$1.54M 0.14%
13,448
-2,890
153
$1.43M 0.13%
72,216
-42,984
154
$1.35M 0.13%
+15,619
155
$1.33M 0.13%
79,664
-2,114
156
$1.33M 0.12%
18,967
+2,942
157
$1.3M 0.12%
+15,487
158
$1.27M 0.12%
+35,517
159
$1.22M 0.11%
+60,948
160
$1.17M 0.11%
35,785
-4,268
161
$1.16M 0.11%
+17,610
162
$1.14M 0.11%
8,348
-235
163
$1.12M 0.11%
+21,734
164
$981K 0.09%
+32,727
165
$958K 0.09%
+12,552
166
$919K 0.09%
18,406
-36,410
167
$815K 0.08%
9,591
-362
168
$794K 0.07%
+6,734
169
$793K 0.07%
+8,033
170
$764K 0.07%
17,197
-1,436
171
$732K 0.07%
+13,626
172
$629K 0.06%
15,558
-42,493
173
$484K 0.05%
16,144
-24,388
174
– –
-593,629
175
– –
-84,125
5 6
7
8 9