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
$918M
AUM Growth
-$700M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$63.7M
2 +$55.1M
3 +$44.7M
4
EW icon
Edwards Lifesciences
EW
+$40.4M
5
CRM icon
Salesforce
CRM
+$32.3M

Top Sells

1 +$92.5M
2 +$69.3M
3 +$60.9M
4
HD icon
Home Depot
HD
+$34.4M
5
AVGO icon
Broadcom
AVGO
+$31M

Sector Composition

1 Healthcare 23.63%
2 Communication Services 16.23%
3 Technology 15.17%
4 Financials 11.55%
5 Consumer Discretionary 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SCHW icon
201
Charles Schwab
SCHW
$171B
-146,374
SIG icon
202
Signet Jewelers
SIG
$4.23B
-7,395