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
$1.24B
AUM Growth
+$99.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$10.8M
3
+$10.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10M
5
IAU icon
iShares Gold Trust
IAU
+$9.91M

Top Sells

1
+$21.3M
2
+$10.6M
3
+$7.31M
4
HUM icon
Humana
HUM
+$6.94M
5
CSCO icon
Cisco
CSCO
+$6.77M

Sector Composition

1 Technology 17.65%
2 Consumer Discretionary 14.41%
3 Communication Services 12.91%
4 Healthcare 12.05%
5 Financials 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$695K 0.06%
+29,281
177
$636K 0.05%
53,498
-94,474
178
$468K 0.04%
+9,541
179
$370K 0.03%
6,907
-19,962
180
$368K 0.03%
+8,035
181
$352K 0.03%
4,981
-3,343
182
$311K 0.03%
1,288
-10,960
183
$289K 0.02%
+8,892
184
– –
-57,126
185
– –
-110,220
186
– –
-73,983
187
– –
-111,033
188
– –
-52,052
189
– –
-25,869
190
– –
-87,867
191
– –
-196,116
192
– –
-156,258
193
– –
-152,607
194
– –
-25,300
195
– –
-68,152
196
– –
-11,566
197
– –
-41,997
198
– –
-94,698
199
– –
-17,645
200
– –
-215,095
6 7
8
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