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
$1.96B
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$15.9M
3
+$15.4M
4
MCO icon
Moody's
MCO
+$10.8M
5
AAPL icon
Apple
AAPL
+$10.7M

Top Sells

1
+$15.3M
2
+$11.2M
3
+$10.9M
4
CRM icon
Salesforce
CRM
+$10.5M
5
DHR icon
Danaher
DHR
+$9.78M

Sector Composition

1 Technology 23.84%
2 Consumer Discretionary 14.76%
3 Financials 14.09%
4 Healthcare 11.72%
5 Communication Services 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.22M 0.11%
+14,300
177
$2.17M 0.11%
11,105
+6,605
178
$2.12M 0.11%
+47,149
179
$2M 0.1%
78,901
-84,816
180
$1.95M 0.1%
+8,142
181
$1.83M 0.09%
5,494
+3,128
182
$1.83M 0.09%
5,111
-1,196
183
$1.7M 0.09%
+28,823
184
$1.63M 0.08%
9,449
-19,708
185
$1.56M 0.08%
22,339
-63,312
186
$1.53M 0.08%
+3,891
187
$1.51M 0.08%
+50,951
188
$1.51M 0.08%
+12,986
189
$1.5M 0.08%
27,812
+1,501
190
$1.47M 0.08%
11,994
-5,969
191
$1.44M 0.07%
59,848
192
$1.44M 0.07%
16,266
-6,592
193
$1.44M 0.07%
+11,819
194
$1.39M 0.07%
2,694
-1,143
195
$1.35M 0.07%
13,107
196
$1.35M 0.07%
+36,047
197
$1.35M 0.07%
31,392
198
$1.24M 0.06%
34,940
199
$1.23M 0.06%
13,001
200
$1.23M 0.06%
15,265
-28,552
6 7
8
9 10