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
$1.73B
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$16.4M
3
+$16.3M
4
JNJ icon
Johnson & Johnson
JNJ
+$15.8M
5
HCA icon
HCA Healthcare
HCA
+$15M

Top Sells

1
+$20.6M
2
+$18.8M
3
+$18.2M
4
MRK icon
Merck
MRK
+$11.4M
5
AWK icon
American Water Works
AWK
+$10.3M

Sector Composition

1 Technology 25.62%
2 Healthcare 15.82%
3 Consumer Discretionary 15.12%
4 Financials 9.32%
5 Communication Services 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.28M 0.07%
31,392
177
$1.26M 0.07%
+126,000
178
$1.23M 0.07%
38,337
-78,398
179
$1.2M 0.07%
+50,727
180
$1.18M 0.07%
5,654
181
$1.18M 0.07%
9,588
-7,379
182
$1.16M 0.07%
+14,686
183
$1.14M 0.07%
53,036
-66,445
184
$1.08M 0.06%
+2,886
185
$981K 0.06%
10,070
186
$948K 0.05%
+28,792
187
$941K 0.05%
+5,148
188
$912K 0.05%
3,571
+1,038
189
$906K 0.05%
+4,500
190
$875K 0.05%
58,317
-60,652
191
$843K 0.05%
8,599
-11,499
192
$832K 0.05%
21,443
193
$816K 0.05%
+11,350
194
$772K 0.04%
16,858
-32,240
195
$747K 0.04%
14,631
-30,308
196
$741K 0.04%
+11,978
197
$730K 0.04%
+14,064
198
$726K 0.04%
+10,937
199
$717K 0.04%
+8,973
200
$710K 0.04%
6,409
6 7
8
9 10