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
$1.93B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$19.1M
3
+$14.3M
4
AMT icon
American Tower
AMT
+$13.7M
5
EQIX icon
Equinix
EQIX
+$13.2M

Top Sells

1
+$25.8M
2
+$17.5M
3
+$17.4M
4
AAPL icon
Apple
AAPL
+$15.3M
5
FISV
Fiserv Inc
FISV
+$14.9M

Sector Composition

1 Technology 23.35%
2 Consumer Discretionary 16.56%
3 Healthcare 12.27%
4 Financials 11.43%
5 Communication Services 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.6M 0.08%
+14,366
177
$1.59M 0.08%
18,730
-13,372
178
$1.57M 0.08%
+26,311
179
$1.57M 0.08%
13,001
+1,434
180
$1.51M 0.08%
3,537
181
$1.47M 0.08%
+23,201
182
$1.44M 0.07%
8,760
-156,766
183
$1.4M 0.07%
+39,354
184
$1.33M 0.07%
+27,820
185
$1.32M 0.07%
31,392
186
$1.3M 0.07%
+143,300
187
$1.28M 0.07%
6,540
+1,392
188
$1.28M 0.07%
13,107
189
$1.27M 0.07%
9,486
-3,175
190
$1.24M 0.06%
10,542
-3,355
191
$1.21M 0.06%
+51,699
192
$1.2M 0.06%
+8,260
193
$1.17M 0.06%
+21,084
194
$1.17M 0.06%
+42,532
195
$1.16M 0.06%
27,330
-3,258
196
$1.14M 0.06%
+34,940
197
$1.14M 0.06%
+32,626
198
$1.13M 0.06%
9,588
199
$1.09M 0.06%
+8,869
200
$1.08M 0.06%
+2,837
6 7
8
9 10