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
$1.45B
AUM Growth
-$405M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$9.33M
2
+$9.26M
3
+$9.18M
4
PLD icon
Prologis
PLD
+$8.69M
5
INTU icon
Intuit
INTU
+$8.32M

Top Sells

1
+$16.1M
2
+$13M
3
+$12.2M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.6M
5
KO icon
Coca-Cola
KO
+$11.1M

Sector Composition

1 Technology 26.98%
2 Healthcare 17.34%
3 Consumer Discretionary 13.22%
4 Financials 11.55%
5 Communication Services 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.49M 0.1%
436,856
-5,908
152
$1.48M 0.1%
7,547
-95
153
$1.46M 0.1%
22,193
-50,001
154
$1.46M 0.1%
+77,660
155
$1.38M 0.1%
47,621
-28,593
156
$1.38M 0.1%
50,144
-68,028
157
$1.35M 0.09%
+73,846
158
$1.33M 0.09%
+31,293
159
$1.29M 0.09%
13,627
-27,983
160
$1.22M 0.08%
+49,198
161
$1.22M 0.08%
+9,289
162
$1.21M 0.08%
19,348
+9,794
163
$1.19M 0.08%
4,932
-85
164
$1.19M 0.08%
+21,630
165
$1.19M 0.08%
16,112
-206
166
$1.13M 0.08%
30,071
-452
167
$1.12M 0.08%
13,503
-16,792
168
$1.09M 0.08%
10,541
-186
169
$1.08M 0.07%
99,059
+30,265
170
$1.01M 0.07%
39,265
-467
171
$1.01M 0.07%
22,365
-364
172
$955K 0.07%
+7,446
173
$899K 0.06%
+13,457
174
$879K 0.06%
+269,509
175
$876K 0.06%
+11,459
5 6
7
8 9