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
$1.96B
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$15.9M
3
+$15.4M
4
MCO icon
Moody's
MCO
+$10.8M
5
AAPL icon
Apple
AAPL
+$10.7M

Top Sells

1
+$15.3M
2
+$11.2M
3
+$10.9M
4
CRM icon
Salesforce
CRM
+$10.5M
5
DHR icon
Danaher
DHR
+$9.78M

Sector Composition

1 Technology 23.84%
2 Consumer Discretionary 14.76%
3 Financials 14.09%
4 Healthcare 11.72%
5 Communication Services 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$99.6M 5.08%
448,338
+10,671
2
$96.5M 4.92%
681,654
+75,904
3
$95.1M 4.85%
337,258
-3,358
4
$83.8M 4.27%
628,980
-69,280
5
$60.9M 3.1%
370,560
-93,240
6
$58.4M 2.98%
172,200
-9,297
7
$32M 1.63%
38,118
+7,498
8
$31M 1.58%
139,248
+24,046
9
$30.9M 1.58%
79,130
-23,238
10
$27.4M 1.4%
60,958
-5,999
11
$23.7M 1.21%
163,312
+9,572
12
$23M 1.17%
70,121
+18,857
13
$23M 1.17%
71,941
+5,757
14
$22.9M 1.16%
139,597
+18,650
15
$22.3M 1.14%
38,724
+4,517
16
$21.2M 1.08%
60,916
+9,408
17
$19.7M 1%
102,111
-2,857
18
$18.5M 0.94%
77,345
-4,872
19
$17.3M 0.88%
45,743
+43,268
20
$17.2M 0.88%
75,278
-8,899
21
$17.2M 0.88%
40,447
-7,948
22
$16.8M 0.86%
142,396
+10,149
23
$16.7M 0.85%
86,933
+46,521
24
$16.6M 0.84%
46,669
+30,410
25
$16.4M 0.84%
109,264
+19,836
1
2 3 4 5