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
$1.36B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$11.9M
3
+$9.97M
4
FRC
First Republic Bank
FRC
+$9.96M
5
TMO icon
Thermo Fisher Scientific
TMO
+$9.88M

Top Sells

1
+$14M
2
+$13.9M
3
+$11M
4
WMT icon
Walmart
WMT
+$10.8M
5
META icon
Meta Platforms (Facebook)
META
+$9.89M

Sector Composition

1 Technology 18.39%
2 Financials 14.99%
3 Consumer Discretionary 12.48%
4 Healthcare 11.91%
5 Communication Services 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$68.6M 5.04%
419,077
+72,966
2
$68M 5%
1,017,160
-31,180
3
$59.3M 4.36%
375,789
+56,967
4
$55.9M 4.11%
761,132
+39,892
5
$43.7M 3.21%
473,020
+161,640
6
$32.2M 2.37%
230,961
+42,924
7
$30.3M 2.23%
147,839
-48,174
8
$24.5M 1.8%
696,876
-78,111
9
$24.5M 1.8%
274,891
+7,572
10
$23.7M 1.74%
189,490
+19,415
11
$23.6M 1.74%
125,689
+21,964
12
$21.8M 1.6%
72,977
-4,639
13
$20.2M 1.49%
68,760
-4,504
14
$19.6M 1.44%
323,252
+65,436
15
$18.2M 1.33%
209,287
+15,659
16
$17.5M 1.29%
285,628
-1,106
17
$16M 1.17%
80,776
+19,274
18
$15.5M 1.14%
176,670
+80,887
19
$15M 1.1%
54,977
+35,502
20
$14.7M 1.08%
115,010
+55,793
21
$14.7M 1.08%
169,290
-24,118
22
$14.1M 1.03%
156,996
+35,004
23
$13.8M 1.01%
63,111
+16,337
24
$13.4M 0.99%
226,701
-32,840
25
$13.2M 0.97%
96,540
-16,595
1
2 3 4 5