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
$1.85B
AUM Growth
-$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12.4M
3
+$12.4M
4
TSLA icon
Tesla
TSLA
+$11.5M
5
AMZN icon
Amazon
AMZN
+$11.3M

Top Sells

1
+$81.4M
2
+$14.5M
3
+$12.4M
4
BLK icon
Blackrock
BLK
+$12.1M
5
JPM icon
JPMorgan Chase
JPM
+$11.8M

Sector Composition

1 Technology 24.87%
2 Consumer Discretionary 15.15%
3 Healthcare 14.78%
4 Financials 12.33%
5 Communication Services 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.65M 0.09%
13,786
+7,522
177
$1.64M 0.09%
+7,642
178
$1.51M 0.08%
23,289
+14,293
179
$1.49M 0.08%
16,318
+5,431
180
$1.49M 0.08%
5,017
+2,243
181
$1.41M 0.08%
+11,913
182
$1.3M 0.07%
30,523
183
$1.2M 0.06%
9,033
-19,870
184
$1.17M 0.06%
10,727
-1,981
185
$1.08M 0.06%
+22,729
186
$1.07M 0.06%
+5,832
187
$1.02M 0.06%
32,332
188
$962K 0.05%
68,794
-25,501
189
$936K 0.05%
27,477
-24,498
190
$925K 0.05%
6,989
-26,615
191
$920K 0.05%
+20,544
192
$843K 0.05%
39,732
193
$711K 0.04%
7,726
-12,340
194
$704K 0.04%
+5,328
195
$698K 0.04%
+9,554
196
$634K 0.03%
39,003
197
$619K 0.03%
+2,486
198
$611K 0.03%
+13,334
199
$596K 0.03%
4,767
-9,544
200
$572K 0.03%
2,196
6 7
8
9 10