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
$1.85B
AUM Growth
-$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12.4M
3
+$12.4M
4
TSLA icon
Tesla
TSLA
+$11.5M
5
AMZN icon
Amazon
AMZN
+$11.3M

Top Sells

1
+$81.4M
2
+$14.5M
3
+$12.4M
4
BLK icon
Blackrock
BLK
+$12.1M
5
JPM icon
JPMorgan Chase
JPM
+$11.8M

Sector Composition

1 Technology 24.87%
2 Consumer Discretionary 15.15%
3 Healthcare 14.78%
4 Financials 12.33%
5 Communication Services 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$551K 0.03%
17,138
202
$526K 0.03%
5,234
-1,475
203
$391K 0.02%
3,768
-4,392
204
$381K 0.02%
6,378
205
$353K 0.02%
15,182
206
$258K 0.01%
622
-11,850
207
$224K 0.01%
4,867
-35,516
208
– –
-671
209
– –
-31,971
210
– –
-105,701
211
– –
-32,471
212
– –
-25,427
213
– –
-37,511
214
– –
-21,640
215
– –
-2,962
216
– –
-6,344
217
– –
-80,674
218
– –
-25,740
219
– –
-22,383
220
– –
-7,291
221
– –
-49,514
222
– –
-24,188
223
– –
-17,424
224
– –
-47,046
225
– –
-51,636
7 8
9
10 11