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
$1.93B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$19.1M
3
+$14.3M
4
AMT icon
American Tower
AMT
+$13.7M
5
EQIX icon
Equinix
EQIX
+$13.2M

Top Sells

1
+$25.8M
2
+$17.5M
3
+$17.4M
4
AAPL icon
Apple
AAPL
+$15.3M
5
FI icon
Fiserv
FI
+$14.9M

Sector Composition

1 Technology 23.35%
2 Consumer Discretionary 16.56%
3 Healthcare 12.27%
4 Financials 11.43%
5 Communication Services 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$97.5M 5.05%
437,667
+85,817
2
$92.3M 4.77%
340,616
-64,756
3
$87.5M 4.53%
698,260
+24,520
4
$83M 4.29%
605,750
-111,627
5
$79.8M 4.13%
463,800
+123,580
6
$63.1M 3.27%
181,497
-162
7
$41M 2.12%
102,368
+18,626
8
$26.9M 1.39%
115,202
-8,847
9
$26.8M 1.39%
30,620
+16,387
10
$26.5M 1.37%
66,957
+1,528
11
$23.8M 1.23%
153,740
+40,177
12
$21.9M 1.13%
531,156
+117,546
13
$20.4M 1.06%
170,151
-57,422
14
$20.4M 1.06%
85,738
-2,100
15
$20.3M 1.05%
84,177
+9,054
16
$20M 1.04%
34,207
-18,209
17
$20M 1.03%
307,010
+66,110
18
$19.9M 1.03%
82,217
+2,781
19
$19.9M 1.03%
48,395
+2,578
20
$19.6M 1.02%
104,968
+12,199
21
$19.5M 1.01%
66,184
+6,715
22
$18.8M 0.97%
120,947
+7,503
23
$18.8M 0.97%
51,508
+17,187
24
$18.3M 0.95%
79,238
-10,355
25
$17.6M 0.91%
157,599
-15,811
1
2 3 4 5