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
$1.93B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$19.1M
3
+$14.3M
4
AMT icon
American Tower
AMT
+$13.7M
5
EQIX icon
Equinix
EQIX
+$13.2M

Top Sells

1
+$25.8M
2
+$17.5M
3
+$17.4M
4
AAPL icon
Apple
AAPL
+$15.3M
5
FISV
Fiserv Inc
FISV
+$14.9M

Sector Composition

1 Technology 23.35%
2 Consumer Discretionary 16.56%
3 Healthcare 12.27%
4 Financials 11.43%
5 Communication Services 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.01M 0.16%
150,280
+11,800
152
$3M 0.16%
32,201
153
$2.96M 0.15%
122,159
+25,430
154
$2.94M 0.15%
15,371
155
$2.87M 0.15%
25,517
156
$2.65M 0.14%
10,213
-42,014
157
$2.63M 0.14%
44,859
158
$2.5M 0.13%
+10,568
159
$2.47M 0.13%
+17,963
160
$2.46M 0.13%
+117,755
161
$2.45M 0.13%
+35,663
162
$2.31M 0.12%
11,319
163
$2.25M 0.12%
+15,844
164
$2.23M 0.12%
+6,307
165
$2.2M 0.11%
35,621
166
$2.04M 0.11%
+86,868
167
$2.03M 0.11%
19,479
+4,272
168
$2.03M 0.11%
3,837
169
$1.96M 0.1%
+11,376
170
$1.95M 0.1%
60,861
171
$1.82M 0.09%
22,858
172
$1.81M 0.09%
25,508
+14,158
173
$1.67M 0.09%
38,139
174
$1.63M 0.08%
+59,848
175
$1.62M 0.08%
+12,788
5 6
7
8 9