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
$1.96B
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$15.9M
3
+$15.4M
4
MCO icon
Moody's
MCO
+$10.8M
5
AAPL icon
Apple
AAPL
+$10.7M

Top Sells

1
+$15.3M
2
+$11.2M
3
+$10.9M
4
CRM icon
Salesforce
CRM
+$10.5M
5
DHR icon
Danaher
DHR
+$9.78M

Sector Composition

1 Technology 23.84%
2 Consumer Discretionary 14.76%
3 Financials 14.09%
4 Healthcare 11.72%
5 Communication Services 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.21M 0.06%
+7,492
202
$1.19M 0.06%
9,757
-14,140
203
$1.19M 0.06%
25,946
-12,193
204
$1.15M 0.06%
+6,132
205
$1.12M 0.06%
27,330
206
$1.08M 0.06%
+10,860
207
$1.01M 0.05%
+19,230
208
$964K 0.05%
33,181
+555
209
$934K 0.05%
28,963
-271,778
210
$913K 0.05%
+16,902
211
$882K 0.05%
14,631
212
$856K 0.04%
60,021
+7,057
213
$837K 0.04%
+8,133
214
$778K 0.04%
12,781
-84,008
215
$701K 0.04%
+6,200
216
$691K 0.04%
5,409
-2,851
217
$687K 0.04%
+8,761
218
$658K 0.03%
1,765
-1,072
219
$651K 0.03%
+8,996
220
$604K 0.03%
1,806
221
$596K 0.03%
+7,464
222
$591K 0.03%
2,164
-656
223
$570K 0.03%
5,963
-12,767
224
$568K 0.03%
29,613
-93,350
225
$537K 0.03%
4,174
-27,967
7 8
9
10 11