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
$1.96B
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$15.9M
3
+$15.4M
4
MCO icon
Moody's
MCO
+$10.8M
5
AAPL icon
Apple
AAPL
+$10.7M

Top Sells

1
+$15.3M
2
+$11.2M
3
+$10.9M
4
CRM icon
Salesforce
CRM
+$10.5M
5
DHR icon
Danaher
DHR
+$9.78M

Sector Composition

1 Technology 23.84%
2 Consumer Discretionary 14.76%
3 Financials 14.09%
4 Healthcare 11.72%
5 Communication Services 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.3M 0.17%
12,168
-38,639
152
$3.23M 0.16%
50,208
+5,349
153
$3.2M 0.16%
34,061
154
$3.08M 0.16%
+121,257
155
$3.04M 0.15%
+74,580
156
$3.01M 0.15%
10,447
-1,753
157
$2.95M 0.15%
24,595
-8,203
158
$2.9M 0.15%
99,385
159
$2.89M 0.15%
122,159
160
$2.88M 0.15%
736,727
+75,345
161
$2.87M 0.15%
747,304
162
$2.85M 0.15%
36,549
-11,122
163
$2.85M 0.15%
13,725
-16,097
164
$2.82M 0.14%
+11,847
165
$2.75M 0.14%
26,426
-5,775
166
$2.72M 0.14%
16,242
+4,866
167
$2.69M 0.14%
+75,338
168
$2.62M 0.13%
+28,389
169
$2.57M 0.13%
+45,927
170
$2.43M 0.12%
+50,228
171
$2.43M 0.12%
+29,721
172
$2.42M 0.12%
+109,476
173
$2.35M 0.12%
94,123
+7,255
174
$2.34M 0.12%
+40,130
175
$2.29M 0.12%
+17,120
5 6
7
8 9