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
$1.06B
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.9M
3
+$11.8M
4
UNH icon
UnitedHealth
UNH
+$11.5M
5
MRK icon
Merck
MRK
+$9.33M

Top Sells

1
+$15.6M
2
+$11.4M
3
+$10.9M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$10.5M
5
BLK icon
Blackrock
BLK
+$9.82M

Sector Composition

1 Technology 18.2%
2 Healthcare 16.07%
3 Financials 15.81%
4 Consumer Discretionary 12.74%
5 Communication Services 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58M 5.45%
387,547
+39,777
2
$45.1M 4.23%
450,000
+88,580
3
$43.9M 4.13%
778,280
-79,568
4
$33.4M 3.14%
292,124
-72,973
5
$30.8M 2.89%
516,260
-71,520
6
$22.9M 2.15%
152,831
-37,022
7
$22.9M 2.15%
86,207
+43,196
8
$21.3M 2%
129,679
+38,533
9
$20.7M 1.94%
304,820
-13,832
10
$20M 1.88%
677,780
+552
11
$18.9M 1.78%
167,829
-1,586
12
$17.3M 1.63%
77,797
-14,821
13
$16.3M 1.53%
352,099
-19,667
14
$15.6M 1.47%
57,895
-10,910
15
$15.6M 1.47%
170,562
-9,468
16
$15.4M 1.44%
91,761
+4,600
17
$14M 1.32%
259,557
-194,501
18
$13.9M 1.3%
+360,465
19
$13.2M 1.24%
42,524
-1,308
20
$12.3M 1.16%
160,103
-7,355
21
$12.2M 1.15%
76,638
-29,622
22
$11.9M 1.12%
+57,165
23
$11.8M 1.11%
+378,294
24
$11.4M 1.07%
213,868
+63,026
25
$11.2M 1.05%
153,929
-13,631
1
2 3 4 5