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
$1.62B
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$6.78M
3
+$6.62M
4
KMI icon
Kinder Morgan
KMI
+$6.41M
5
ORCL icon
Oracle
ORCL
+$3.99M

Top Sells

1
+$15.9M
2
+$11.3M
3
+$9.26M
4
ACN icon
Accenture
ACN
+$7.45M
5
LLY icon
Eli Lilly
LLY
+$7.34M

Sector Composition

1 Technology 26.79%
2 Healthcare 15.69%
3 Financials 11.31%
4 Consumer Discretionary 10.36%
5 Communication Services 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$661K 0.04%
31,586
177
$654K 0.04%
14,533
178
$543K 0.03%
8,459
179
$532K 0.03%
34,400
-32,600
180
$531K 0.03%
26,734
181
$483K 0.03%
7,395
182
$413K 0.03%
33,790
-33,010
183
$364K 0.02%
1,652
184
$352K 0.02%
6,269
185
$331K 0.02%
10,392
186
$315K 0.02%
38,260
187
– –
-12,500
188
– –
-61,981
189
– –
-36,065
190
– –
-264,822
191
– –
-24,946
192
– –
-22,002
193
– –
-3,542
194
– –
-193,858
195
– –
-123,784
4 5 6 7
8