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
$1.93B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$19.1M
3
+$14.3M
4
AMT icon
American Tower
AMT
+$13.7M
5
EQIX icon
Equinix
EQIX
+$13.2M

Top Sells

1
+$25.8M
2
+$17.5M
3
+$17.4M
4
AAPL icon
Apple
AAPL
+$15.3M
5
FISV
Fiserv Inc
FISV
+$14.9M

Sector Composition

1 Technology 23.35%
2 Consumer Discretionary 16.56%
3 Healthcare 12.27%
4 Financials 11.43%
5 Communication Services 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.08M 0.06%
+18,938
202
$1.02M 0.05%
2,886
203
$985K 0.05%
24,655
-17,900
204
$939K 0.05%
+2,475
205
$926K 0.05%
4,500
206
$868K 0.04%
+32,220
207
$865K 0.04%
+52,964
208
$797K 0.04%
+35,017
209
$784K 0.04%
2,820
-751
210
$784K 0.04%
14,631
211
$776K 0.04%
+54,741
212
$763K 0.04%
20,558
-8,234
213
$749K 0.04%
+2,366
214
$730K 0.04%
6,409
215
$717K 0.04%
+6,822
216
$711K 0.04%
11,872
-45,662
217
$651K 0.03%
16,985
-43,143
218
$606K 0.03%
+26,581
219
$589K 0.03%
13,516
220
$586K 0.03%
+1,806
221
$548K 0.03%
13,426
222
$527K 0.03%
11,070
-108,510
223
$518K 0.03%
+20,753
224
$512K 0.03%
+11,769
225
$431K 0.02%
4,305
7 8
9
10 11