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
$1.62B
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$6.78M
3
+$6.62M
4
KMI icon
Kinder Morgan
KMI
+$6.41M
5
ORCL icon
Oracle
ORCL
+$3.99M

Top Sells

1
+$15.9M
2
+$11.3M
3
+$9.26M
4
ACN icon
Accenture
ACN
+$7.45M
5
LLY icon
Eli Lilly
LLY
+$7.34M

Sector Composition

1 Technology 26.79%
2 Healthcare 15.69%
3 Financials 11.31%
4 Consumer Discretionary 10.36%
5 Communication Services 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.29M 0.08%
+3,209
152
$1.28M 0.08%
3,935
153
$1.28M 0.08%
11,731
-11,368
154
$1.27M 0.08%
+10,084
155
$1.25M 0.08%
7,440
-4,407
156
$1.24M 0.08%
73,761
157
$1.22M 0.08%
12,361
158
$1.22M 0.08%
8,469
-8,251
159
$1.17M 0.07%
+18,514
160
$1.13M 0.07%
55,409
161
$1.12M 0.07%
+4,249
162
$1.08M 0.07%
+85,861
163
$1.05M 0.07%
83,100
+67,083
164
$1.04M 0.06%
29,789
165
$1.02M 0.06%
27,432
166
$987K 0.06%
35,163
167
$943K 0.06%
5,133
168
$928K 0.06%
8,123
-9,620
169
$927K 0.06%
5,630
170
$860K 0.05%
18,033
171
$743K 0.05%
367,220
-309,724
172
$734K 0.05%
10,821
173
$704K 0.04%
203,609
-173,993
174
$699K 0.04%
23,481
175
$677K 0.04%
1,514
4 5 6
7
8