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
$1.85B
AUM Growth
-$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12.4M
3
+$12.4M
4
TSLA icon
Tesla
TSLA
+$11.5M
5
AMZN icon
Amazon
AMZN
+$11.3M

Top Sells

1
+$81.4M
2
+$14.5M
3
+$12.4M
4
BLK icon
Blackrock
BLK
+$12.1M
5
JPM icon
JPMorgan Chase
JPM
+$11.8M

Sector Composition

1 Technology 24.87%
2 Consumer Discretionary 15.15%
3 Healthcare 14.78%
4 Financials 12.33%
5 Communication Services 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.65M 0.14%
19,308
-18,757
152
$2.65M 0.14%
44,128
-11,063
153
$2.54M 0.14%
16,433
154
$2.51M 0.14%
59,900
-44,213
155
$2.51M 0.14%
72,433
+16,611
156
$2.5M 0.14%
37,627
-66,387
157
$2.49M 0.13%
7,047
+3,894
158
$2.39M 0.13%
91,700
159
$2.38M 0.13%
42,577
160
$2.34M 0.13%
+47,059
161
$2.27M 0.12%
25,019
162
$2.26M 0.12%
+442,764
163
$2.2M 0.12%
12,288
-4,914
164
$2.17M 0.12%
+22,046
165
$2.13M 0.12%
58,650
166
$2.11M 0.11%
+7,873
167
$2.07M 0.11%
+36,583
168
$2.07M 0.11%
191,048
+38,027
169
$2.03M 0.11%
76,704
170
$2M 0.11%
+27,375
171
$1.97M 0.11%
+24,576
172
$1.86M 0.1%
+76,214
173
$1.81M 0.1%
+5,653
174
$1.76M 0.1%
4,816
+3,079
175
$1.71M 0.09%
9,076
5 6
7
8 9