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
$1.24B
AUM Growth
+$99.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$10.8M
3
+$10.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10M
5
IAU icon
iShares Gold Trust
IAU
+$9.91M

Top Sells

1
+$21.3M
2
+$10.6M
3
+$7.31M
4
HUM icon
Humana
HUM
+$6.94M
5
CSCO icon
Cisco
CSCO
+$6.77M

Sector Composition

1 Technology 17.65%
2 Consumer Discretionary 14.41%
3 Communication Services 12.91%
4 Healthcare 12.05%
5 Financials 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.73M 0.14%
130,980
-4,093
152
$1.71M 0.14%
55,975
+17,919
153
$1.7M 0.14%
38,493
+1,241
154
$1.62M 0.13%
75,267
+3,838
155
$1.56M 0.13%
41,120
+1,490
156
$1.54M 0.12%
4,713
-721
157
$1.54M 0.12%
14,196
+9,239
158
$1.51M 0.12%
+12,160
159
$1.48M 0.12%
52,811
-17,767
160
$1.46M 0.12%
59,256
-25,908
161
$1.41M 0.11%
23,060
162
$1.36M 0.11%
37,699
-3,487
163
$1.33M 0.11%
48,030
-103,340
164
$1.29M 0.1%
+32,988
165
$1.27M 0.1%
+17,952
166
$1.26M 0.1%
11,571
167
$1.23M 0.1%
15,766
-32,817
168
$1.1M 0.09%
+12,209
169
$1.06M 0.09%
+15,360
170
$942K 0.08%
38,079
+1,400
171
$856K 0.07%
+10,395
172
$801K 0.06%
+8,787
173
$791K 0.06%
9,065
+652
174
$752K 0.06%
+18,002
175
$722K 0.06%
+6,105
5 6
7
8 9