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
$1.24B
AUM Growth
+$99.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$10.8M
3
+$10.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10M
5
IAU icon
iShares Gold Trust
IAU
+$9.91M

Top Sells

1
+$21.3M
2
+$10.6M
3
+$7.31M
4
HUM icon
Humana
HUM
+$6.94M
5
CSCO icon
Cisco
CSCO
+$6.77M

Sector Composition

1 Technology 17.65%
2 Consumer Discretionary 14.41%
3 Communication Services 12.91%
4 Healthcare 12.05%
5 Financials 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$63.9M 5.14%
1,048,340
+380,980
2
$52.3M 4.2%
346,111
+66,519
3
$44.3M 3.56%
318,822
+37,410
4
$40.4M 3.25%
721,240
+48,184
5
$34.9M 2.81%
196,013
+50,794
6
$27M 2.17%
311,380
-55,380
7
$22.8M 1.83%
267,319
+20,219
8
$22.6M 1.82%
774,987
+40,495
9
$22.1M 1.78%
188,037
+16,856
10
$21.2M 1.7%
170,075
-38,833
11
$21.1M 1.69%
77,616
+1,883
12
$20.9M 1.68%
384,086
+23,825
13
$18.5M 1.49%
334,258
+60,167
14
$17.8M 1.43%
103,725
-21,900
15
$17.3M 1.39%
286,734
-73,809
16
$17M 1.37%
88,554
+29,670
17
$16.6M 1.33%
176,401
+95,255
18
$16.2M 1.3%
193,408
-14,284
19
$15.9M 1.28%
73,264
+19,929
20
$15.6M 1.25%
193,628
-25,632
21
$15.5M 1.25%
113,135
+3,680
22
$15M 1.21%
257,816
+125,404
23
$14.5M 1.16%
293,117
-136,916
24
$14.4M 1.15%
259,541
+130,254
25
$14.2M 1.14%
211,824
+39,692
1
2 3 4 5