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
$1.02B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$12.2M
3
+$11.7M
4
SIVB
SVB Financial Group
SIVB
+$10.9M
5
JNJ icon
Johnson & Johnson
JNJ
+$10.9M

Top Sells

1
+$13.3M
2
+$9.43M
3
+$9.38M
4
VMW
VMware, Inc
VMW
+$8.69M
5
BIIB icon
Biogen
BIIB
+$8.54M

Sector Composition

1 Technology 18.4%
2 Financials 16.07%
3 Consumer Discretionary 15.92%
4 Healthcare 9.38%
5 Industrials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.9M 4.61%
345,271
+3,074
2
$35M 3.45%
619,298
+215,065
3
$34.9M 3.44%
382,218
+33,970
4
$26.6M 2.62%
633,784
-83,344
5
$26.2M 2.58%
361,760
-47,820
6
$21.1M 2.08%
408,580
-36,480
7
$21.1M 2.07%
176,004
+4,343
8
$19.2M 1.89%
120,032
-49,600
9
$18.8M 1.85%
105,392
+24,628
10
$18.5M 1.83%
294,403
+81
11
$18.2M 1.79%
424,351
+301,322
12
$18M 1.78%
102,930
+66,924
13
$17M 1.67%
251,942
+15,509
14
$16.4M 1.62%
105,070
+54,834
15
$14.7M 1.45%
491,700
+36,018
16
$14.2M 1.4%
66,408
+7,494
17
$13.9M 1.37%
250,400
+27,551
18
$13.5M 1.33%
79,851
+7,264
19
$13.5M 1.33%
207,322
-22,881
20
$13.4M 1.32%
122,077
-9,242
21
$13M 1.28%
70,699
-5,425
22
$12.9M 1.27%
189,720
-5,301
23
$12.9M 1.27%
136,087
+13,379
24
$12.3M 1.21%
96,099
+84,826
25
$12.3M 1.21%
283,556
+152,197
1
2 3 4 5