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
$1.85B
AUM Growth
-$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12.4M
3
+$12.4M
4
TSLA icon
Tesla
TSLA
+$11.5M
5
AMZN icon
Amazon
AMZN
+$11.3M

Top Sells

1
+$81.4M
2
+$14.5M
3
+$12.4M
4
BLK icon
Blackrock
BLK
+$12.1M
5
JPM icon
JPMorgan Chase
JPM
+$11.8M

Sector Composition

1 Technology 24.87%
2 Consumer Discretionary 15.15%
3 Healthcare 14.78%
4 Financials 12.33%
5 Communication Services 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$116M 6.25%
661,976
+45,950
2
$114M 6.18%
371,251
+40,118
3
$113M 6.13%
811,860
+88,880
4
$71.5M 3.86%
438,380
+69,300
5
$43.8M 2.37%
85,906
-14,953
6
$38.2M 2.06%
171,781
+10,617
7
$33.4M 1.81%
150,772
-24,353
8
$28.9M 1.56%
80,382
+32,085
9
$27.7M 1.5%
672,326
+49,261
10
$25.2M 1.36%
55,467
11
$23.9M 1.29%
460,717
+115,727
12
$23.2M 1.25%
77,408
+24,339
13
$22.7M 1.23%
106,961
+63,931
14
$21.9M 1.18%
37,042
+7,740
15
$21.6M 1.17%
792,290
+143,790
16
$21.4M 1.15%
180,517
+48,974
17
$20.7M 1.12%
35,893
+545
18
$20.6M 1.11%
57,511
+5,916
19
$20.3M 1.1%
89,289
-357,703
20
$19.9M 1.07%
539,660
21
$19.4M 1.05%
74,793
+24,545
22
$18.8M 1.01%
116,250
+40,934
23
$18M 0.97%
133,605
+15,389
24
$17.3M 0.93%
113,001
+1,646
25
$15.9M 0.86%
34,906
-100
1
2 3 4 5