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
$1.05B
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.5M
3
+$10.4M
4
AAPL icon
Apple
AAPL
+$10.4M
5
ADBE icon
Adobe
ADBE
+$10.3M

Top Sells

1
+$10.7M
2
+$9.98M
3
+$9.53M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$8.94M
5
TIF
Tiffany & Co.
TIF
+$7.61M

Sector Composition

1 Technology 18.37%
2 Financials 15.42%
3 Consumer Discretionary 14.11%
4 Healthcare 11.09%
5 Communication Services 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
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