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
$1.73B
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$16.4M
3
+$16.3M
4
JNJ icon
Johnson & Johnson
JNJ
+$15.8M
5
HCA icon
HCA Healthcare
HCA
+$15M

Top Sells

1
+$20.6M
2
+$18.8M
3
+$18.2M
4
MRK icon
Merck
MRK
+$11.4M
5
AWK icon
American Water Works
AWK
+$10.3M

Sector Composition

1 Technology 25.62%
2 Healthcare 15.82%
3 Consumer Discretionary 15.12%
4 Financials 9.32%
5 Communication Services 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$95.6M 5.53%
405,372
+58,323
2
$87.6M 5.07%
717,377
+64,538
3
$72.7M 4.21%
351,850
+152,331
4
$69.7M 4.03%
673,740
+80,000
5
$53.5M 3.09%
181,659
+50,386
6
$52.6M 3.04%
340,220
-16,180
7
$31.2M 1.8%
83,742
+13,386
8
$30.9M 1.79%
228,478
+37,793
9
$27.2M 1.57%
165,526
+96,361
10
$26.9M 1.56%
227,573
+3,047
11
$26.3M 1.52%
124,049
+5,832
12
$24.9M 1.44%
52,416
+11,047
13
$23.4M 1.35%
103,049
-14,251
14
$23.1M 1.33%
65,429
+46,125
15
$20.1M 1.16%
89,593
+21,248
16
$19.3M 1.12%
136,586
-54,859
17
$18.9M 1.1%
173,410
+64,894
18
$18.3M 1.06%
172,373
+29,934
19
$17.5M 1.01%
87,838
+18,729
20
$17.3M 1%
113,444
-12,857
21
$17.2M 1%
37,756
-4,651
22
$16.4M 0.95%
87,232
+79,760
23
$16.4M 0.95%
+59,469
24
$16.3M 0.94%
87,002
+23,889
25
$16.2M 0.93%
45,817
+28,873
1
2 3 4 5