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
$1.36B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$11.9M
3
+$9.97M
4
FRC
First Republic Bank
FRC
+$9.96M
5
TMO icon
Thermo Fisher Scientific
TMO
+$9.88M

Top Sells

1
+$14M
2
+$13.9M
3
+$11M
4
WMT icon
Walmart Inc
WMT
+$10.8M
5
META icon
Meta Platforms (Facebook)
META
+$9.89M

Sector Composition

1 Technology 18.15%
2 Financials 14.99%
3 Consumer Discretionary 12.48%
4 Healthcare 11.91%
5 Communication Services 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.8M 0.13%
+47,984
152
$1.78M 0.13%
43,936
+5,443
153
$1.71M 0.13%
13,868
+1,708
154
$1.65M 0.12%
+9,903
155
$1.64M 0.12%
+7,848
156
$1.61M 0.12%
14,165
-31
157
$1.6M 0.12%
+13,204
158
$1.53M 0.11%
+22,910
159
$1.42M 0.1%
50,310
-8,946
160
$1.31M 0.1%
+4,087
161
$1.28M 0.09%
21,767
-17,110
162
$1.26M 0.09%
5,736
-5,224
163
$1.24M 0.09%
+46,278
164
$1.2M 0.09%
10,633
-938
165
$998K 0.07%
33,541
-22,434
166
$875K 0.06%
46,264
-89,139
167
$863K 0.06%
41,685
-103,212
168
$800K 0.06%
+5,752
169
$753K 0.06%
+2,011
170
$726K 0.05%
49,642
-5,442
171
$698K 0.05%
10,420
-12,640
172
$681K 0.05%
30,272
+991
173
$657K 0.05%
+6,454
174
$608K 0.04%
296
-2,481
175
$482K 0.04%
+7,418
5 6
7
8 9