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
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$1.76B
2
+$30.9M
3
+$1.45M

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
152
$1.48M 0.1%
7,547
153
$1.46M 0.1%
22,193
154
$1.46M 0.1%
77,660
155
$1.38M 0.1%
47,621
156
$1.38M 0.1%
50,144
157
$1.35M 0.09%
73,846
158
$1.33M 0.09%
31,293
159
$1.29M 0.09%
13,627
160
$1.22M 0.08%
49,198
161
$1.22M 0.08%
9,289
162
$1.21M 0.08%
19,348
163
$1.19M 0.08%
4,932
164
$1.19M 0.08%
21,630
165
$1.19M 0.08%
16,112
166
$1.13M 0.08%
30,071
167
$1.12M 0.08%
13,503
168
$1.09M 0.08%
10,541
169
$1.08M 0.07%
99,059
170
$1.01M 0.07%
39,265
171
$1.01M 0.07%
22,365
172
$955K 0.07%
7,446
173
$899K 0.06%
13,457
174
$879K 0.06%
269,509
175
$876K 0.06%
11,459
4 5 6
7
8