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
$1.73B
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$16.4M
3
+$16.3M
4
JNJ icon
Johnson & Johnson
JNJ
+$15.8M
5
HCA icon
HCA Healthcare
HCA
+$15M

Top Sells

1
+$20.6M
2
+$18.8M
3
+$18.2M
4
MRK icon
Merck
MRK
+$11.4M
5
AWK icon
American Water Works
AWK
+$10.3M

Sector Composition

1 Technology 25.62%
2 Healthcare 15.82%
3 Consumer Discretionary 15.12%
4 Financials 9.32%
5 Communication Services 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.29M 0.13%
42,540
-138,906
152
$2.25M 0.13%
+104,273
153
$2.21M 0.13%
44,859
154
$2.16M 0.13%
60,128
-36,508
155
$2.05M 0.12%
+22,858
156
$1.96M 0.11%
10,599
+6,413
157
$1.95M 0.11%
13,897
-17,185
158
$1.9M 0.11%
91,497
+33,797
159
$1.86M 0.11%
3,837
+560
160
$1.85M 0.11%
138,480
-499,160
161
$1.83M 0.11%
31,438
-93,180
162
$1.66M 0.1%
42,555
163
$1.66M 0.1%
60,861
+7,565
164
$1.63M 0.09%
16,655
-34,468
165
$1.56M 0.09%
+15,207
166
$1.54M 0.09%
12,661
+3,547
167
$1.48M 0.09%
62,463
+30,098
168
$1.48M 0.09%
5,266
-17,460
169
$1.42M 0.08%
38,139
170
$1.41M 0.08%
+11,567
171
$1.4M 0.08%
+3,537
172
$1.36M 0.08%
30,588
-19,263
173
$1.35M 0.08%
+36,081
174
$1.31M 0.08%
13,107
175
$1.31M 0.08%
+11,407
5 6
7
8 9