KWILP
Kiwi Wealth Investments Limited Partnership Portfolio holdings
AUM
$126M
1-Year Est. Return
18.28%
1 Year Est. Return
+18.28%
AUM
$918M
AUM Growth
-$700M
(-43%)
Holding
202
Top Buys
| 1 | +$63.7M | |
| 2 | +$55.1M | |
| 3 | +$44.7M | |
| 4 |
Edwards Lifesciences
EW
|
+$40.4M |
| 5 |
Salesforce
CRM
|
+$32.3M |
Top Sells
| 1 | +$92.5M | |
| 2 | +$69.3M | |
| 3 | +$60.9M | |
| 4 |
Home Depot
HD
|
+$34.4M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
201
Charles Schwab
SCHW
$171B
| – | – |
-146,374
|
|
||
202
Signet Jewelers
SIG
$4.23B
| – | – |
-7,395
|
|