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
$1.45B
AUM Growth
-$405M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$9.33M
2
+$9.26M
3
+$9.18M
4
PLD icon
Prologis
PLD
+$8.69M
5
INTU icon
Intuit
INTU
+$8.32M

Top Sells

1
+$16.1M
2
+$13M
3
+$12.2M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.6M
5
KO icon
Coca-Cola
KO
+$11.1M

Sector Composition

1 Technology 26.98%
2 Healthcare 17.34%
3 Consumer Discretionary 13.22%
4 Financials 11.55%
5 Communication Services 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$98.4M 6.81%
719,570
+57,594
2
$98M 6.78%
381,756
+10,505
3
$92.9M 6.43%
849,200
+37,340
4
$52.4M 3.63%
493,600
+55,220
5
$38.3M 2.65%
74,482
-11,424
6
$28.1M 1.95%
51,798
+14,756
7
$26.1M 1.8%
115,994
+41,201
8
$22.9M 1.58%
72,478
+14,967
9
$22.8M 1.58%
47,565
+11,672
10
$22.7M 1.57%
115,245
-35,527
11
$22.4M 1.55%
190,097
+73,847
12
$21.9M 1.52%
136,108
-35,673
13
$21.8M 1.51%
79,357
+1,949
14
$20.3M 1.4%
387,048
-73,669
15
$18.5M 1.28%
539,660
16
$17.7M 1.22%
122,933
+9,932
17
$17.7M 1.22%
156,741
+82,823
18
$16.8M 1.16%
1,107,670
+315,380
19
$15.5M 1.07%
68,874
-11,508
20
$15.1M 1.05%
198,789
+17,433
21
$15.1M 1.04%
39,100
+21,583
22
$14.1M 0.97%
85,211
+31,627
23
$13.8M 0.95%
147,748
+37,676
24
$13.7M 0.95%
134,445
+840
25
$13.6M 0.94%
311,353
+166,141
1
2 3 4 5