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
$1.5B
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$45.4M
3
+$33.4M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$21.1M
5
KR icon
Kroger
KR
+$13.5M

Top Sells

1
+$15M
2
+$12.9M
3
+$12.3M
4
LULU icon
lululemon athletica
LULU
+$8.99M
5
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$8.31M

Sector Composition

1 Technology 22.9%
2 Healthcare 17.39%
3 Financials 12.46%
4 Consumer Discretionary 11.15%
5 Consumer Staples 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$732K 0.05%
+67,000
177
$695K 0.05%
+9,573
178
$691K 0.05%
5,087
-2,359
179
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180
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181
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182
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183
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184
$563K 0.04%
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185
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186
$518K 0.03%
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187
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188
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189
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191
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7,121
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193
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194
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196
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197
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+6,383
198
$261K 0.02%
5,637
199
$254K 0.02%
+4,328
200
$254K 0.02%
+1,617
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