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
$1.45B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$1.76B
2 +$30.9M
3 +$1.45M

Sector Composition

1 Technology 26.98%
2 Healthcare 17.34%
3 Consumer Discretionary 13.22%
4 Financials 11.55%
5 Communication Services 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$834K 0.06%
7,321
177
$823K 0.06%
18,707
178
$822K 0.06%
29,618
179
$812K 0.06%
5,858
180
$736K 0.05%
473,487
181
$725K 0.05%
2,934
-5,868
182
$701K 0.05%
22,437
183
$559K 0.04%
7,726
184
$523K 0.04%
5,234
185
$492K 0.03%
5,236
186
$489K 0.03%
1,295
187
$459K 0.03%
16,900
188
$426K 0.03%
17,138
189
$337K 0.02%
38,309
190
$329K 0.02%
6,378
191
$319K 0.02%
15,182
192
$246K 0.02%
1,830
193
$243K 0.02%
5,637
194
$211K 0.01%
4,867