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
$1.1B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$11.3M
3
+$11.1M
4
HCA icon
HCA Healthcare
HCA
+$9.88M
5
NOW icon
ServiceNow
NOW
+$8.85M

Top Sells

1
+$18.9M
2
+$8.43M
3
+$7.99M
4
UNH icon
UnitedHealth
UNH
+$7.55M
5
HD icon
Home Depot
HD
+$6.93M

Sector Composition

1 Technology 18.85%
2 Healthcare 17.42%
3 Consumer Discretionary 17.18%
4 Financials 10.88%
5 Communication Services 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40M 3.63%
339,013
+3,841
2
$39.7M 3.6%
274,132
+2,441
3
$35.4M 3.22%
746,092
-94,032
4
$34.4M 3.12%
585,520
-23,820
5
$28.9M 2.62%
324,080
-17,400
6
$28.7M 2.61%
183,819
-10,211
7
$20.7M 1.88%
442,130
+126,562
8
$18.9M 1.72%
237,915
+20,835
9
$18.7M 1.7%
260,170
-2,125
10
$18.3M 1.66%
338,439
+210,185
11
$17.9M 1.63%
649,386
+61,522
12
$17.5M 1.59%
295,371
+41,190
13
$17.5M 1.59%
74,172
-16,617
14
$17.3M 1.57%
103,712
+18,001
15
$17.1M 1.56%
214,446
+36,172
16
$17.1M 1.55%
163,907
+73,551
17
$17M 1.55%
229,336
-7,338
18
$15.2M 1.38%
146,703
-22,991
19
$15.1M 1.38%
61,225
-30,522
20
$14.7M 1.33%
144,742
-1,488
21
$14.4M 1.31%
157,851
+3,037
22
$13.4M 1.22%
258,754
-465
23
$13.1M 1.19%
66,398
+22,161
24
$12.4M 1.13%
+70,619
25
$11.4M 1.03%
277,290
+40,278
1
2 3 4 5