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
$1.5B
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$45.4M
3
+$33.4M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$21.1M
5
KR icon
Kroger
KR
+$13.5M

Top Sells

1
+$15M
2
+$12.9M
3
+$12.3M
4
LULU icon
lululemon athletica
LULU
+$8.99M
5
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$8.31M

Sector Composition

1 Technology 22.9%
2 Healthcare 17.39%
3 Financials 12.46%
4 Consumer Discretionary 11.15%
5 Consumer Staples 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$96.9M 6.44%
404,026
+22,270
2
$78.5M 5.22%
604,020
-115,550
3
$53.8M 3.58%
606,830
+564,370
4
$45.4M 3.02%
+922,316
5
$36.8M 2.45%
69,385
-5,097
6
$34.7M 2.31%
109,886
+30,529
7
$33.4M 2.22%
+662,876
8
$30M 1.99%
127,478
+11,484
9
$29.1M 1.94%
346,872
-146,728
10
$28.2M 1.88%
186,084
+63,151
11
$23.9M 1.59%
52,265
+4,700
12
$22.5M 1.49%
108,088
-7,157
13
$21.3M 1.42%
58,244
+20,271
14
$21.3M 1.42%
38,682
-13,116
15
$21.1M 1.4%
+422,063
16
$20.6M 1.37%
622,842
+238,639
17
$19.7M 1.31%
351,480
+91,060
18
$19.6M 1.3%
382,179
-4,869
19
$19.5M 1.3%
233,848
+146,226
20
$19.5M 1.3%
56,191
-16,287
21
$19.4M 1.29%
72,811
+42,855
22
$18.7M 1.24%
539,660
23
$18.5M 1.23%
102,352
+35,585
24
$17.9M 1.19%
249,478
+179,082
25
$17.8M 1.18%
157,537
-32,560
1
2 3 4 5