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
$1.5B
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$45.4M
3
+$33.4M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$21.1M
5
KR icon
Kroger
KR
+$13.5M

Top Sells

1
+$15M
2
+$12.9M
3
+$12.3M
4
LULU icon
lululemon athletica
LULU
+$8.99M
5
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$8.31M

Sector Composition

1 Technology 22.9%
2 Healthcare 17.39%
3 Financials 12.46%
4 Consumer Discretionary 11.15%
5 Consumer Staples 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.55M 0.1%
+37,595
152
$1.5M 0.1%
+48,284
153
$1.43M 0.09%
63,673
+48,491
154
$1.4M 0.09%
+31,982
155
$1.28M 0.09%
+36,533
156
$1.25M 0.08%
+22,460
157
$1.19M 0.08%
+17,864
158
$1.18M 0.08%
+73,761
159
$1.15M 0.08%
+4,109
160
$1.15M 0.08%
+55,409
161
$1.07M 0.07%
+7,795
162
$1.01M 0.07%
+62,571
163
$966K 0.06%
+41,194
164
$963K 0.06%
12,137
-9,493
165
$913K 0.06%
+34,438
166
$878K 0.06%
+2,499
167
$850K 0.06%
+66,800
168
$804K 0.05%
+31,586
169
$787K 0.05%
49,308
-202,190
170
$780K 0.05%
+21,777
171
$778K 0.05%
+12,500
172
$774K 0.05%
+4,750
173
$758K 0.05%
+4,331
174
$751K 0.05%
+5,133
175
$743K 0.05%
+2,102
5 6
7
8 9