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
$914M
AUM Growth
+$83.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$13.1M
3
+$10.6M
4
KR icon
Kroger
KR
+$9.71M
5
GILD icon
Gilead Sciences
GILD
+$9.63M

Top Sells

1
+$13.4M
2
+$13.1M
3
+$12.8M
4
MRK icon
Merck
MRK
+$12.5M
5
JPM icon
JPMorgan Chase
JPM
+$11.9M

Sector Composition

1 Technology 17.38%
2 Consumer Discretionary 15.55%
3 Financials 13.71%
4 Healthcare 9.74%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$47M 5.14%
342,197
+6,466
2
$30.3M 3.32%
717,128
+15,384
3
$29.9M 3.28%
169,632
+44,695
4
$29.8M 3.26%
348,248
-8,168
5
$23.9M 2.62%
409,580
-88,220
6
$23.3M 2.55%
445,060
+35,060
7
$23M 2.51%
404,233
+15,569
8
$19.6M 2.14%
171,661
-13,337
9
$19M 2.08%
294,322
+1,897
10
$17.6M 1.93%
236,433
-12,007
11
$15.7M 1.72%
150,397
+101,839
12
$15.3M 1.68%
80,764
-440
13
$14.9M 1.63%
230,203
-7,429
14
$14.2M 1.56%
177,146
+21,673
15
$14M 1.54%
131,319
-110,907
16
$13.6M 1.48%
189,363
+134,468
17
$13.5M 1.47%
455,682
-234,218
18
$13.3M 1.45%
144,851
-37,512
19
$13.1M 1.44%
+76,124
20
$13.1M 1.43%
+72,587
21
$13M 1.42%
58,914
-6,083
22
$12.6M 1.38%
195,021
-27,393
23
$11.9M 1.3%
122,708
-38,255
24
$11.5M 1.26%
234,920
+97,875
25
$11.4M 1.25%
222,849
+120,324
1
2 3 4 5