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
$1.1B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$11.3M
3
+$11.1M
4
HCA icon
HCA Healthcare
HCA
+$9.88M
5
NOW icon
ServiceNow
NOW
+$8.85M

Top Sells

1
+$18.9M
2
+$8.43M
3
+$7.99M
4
UNH icon
UnitedHealth
UNH
+$7.55M
5
HD icon
Home Depot
HD
+$6.93M

Sector Composition

1 Technology 18.85%
2 Healthcare 17.42%
3 Consumer Discretionary 17.18%
4 Financials 10.88%
5 Communication Services 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.28M 0.12%
193,965
+1,798
152
$1.25M 0.11%
+12,277
153
$1.21M 0.11%
14,268
-1,274
154
$1.18M 0.11%
+84,400
155
$1M 0.09%
12,442
+2,705
156
$997K 0.09%
94,211
-113,159
157
$987K 0.09%
19,963
-30,560
158
$976K 0.09%
89,317
-69,460
159
$953K 0.09%
2,320
-34
160
$950K 0.09%
35,873
+4,532
161
$935K 0.08%
+16,024
162
$793K 0.07%
8,417
-771
163
$788K 0.07%
15,935
-1,157
164
$737K 0.07%
10,347
-23,939
165
$729K 0.07%
+11,683
166
$705K 0.06%
+16,585
167
$662K 0.06%
+14,568
168
$425K 0.04%
6,690
-1,843
169
– –
-449,183
170
– –
-29,256
171
– –
-111,071
172
– –
-25,885
173
– –
-28,399
174
– –
-44,410
175
– –
-31,731
5 6
7
8 9