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
$1.05B
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.5M
3
+$10.4M
4
AAPL icon
Apple
AAPL
+$10.4M
5
ADBE icon
Adobe
ADBE
+$10.3M

Top Sells

1
+$10.7M
2
+$9.98M
3
+$9.53M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$8.94M
5
TIF
Tiffany & Co.
TIF
+$7.61M

Sector Composition

1 Technology 18.37%
2 Financials 15.42%
3 Consumer Discretionary 14.11%
4 Healthcare 11.09%
5 Communication Services 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.8M 4.64%
347,770
+2,499
2
$39.7M 3.77%
857,848
+224,064
3
$36M 3.42%
365,097
-17,121
4
$32.8M 3.12%
587,780
+179,200
5
$30.7M 2.92%
361,420
-340
6
$25.1M 2.39%
189,853
+13,849
7
$24.6M 2.33%
454,058
-165,240
8
$20.9M 1.99%
318,652
+24,249
9
$19.1M 1.81%
677,228
+185,528
10
$18.2M 1.73%
92,618
-10,312
11
$18.1M 1.72%
92,656
-12,736
12
$17.7M 1.68%
91,146
-28,886
13
$17.7M 1.68%
169,415
+47,338
14
$16.8M 1.59%
68,805
+42,403
15
$16.3M 1.55%
371,766
+88,210
16
$16.1M 1.53%
373,902
-50,449
17
$15.6M 1.48%
84,125
+13,426
18
$15.3M 1.46%
180,030
+137,463
19
$14.7M 1.4%
605,535
+431,323
20
$14.5M 1.38%
106,260
+47,288
21
$13.7M 1.3%
87,161
-17,909
22
$12.7M 1.2%
43,832
-1,605
23
$12.6M 1.19%
190,134
+414
24
$12.4M 1.17%
167,458
-39,864
25
$11.9M 1.14%
65,109
-14,742
1
2 3 4 5