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
$1.62B
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$6.78M
3
+$6.62M
4
KMI icon
Kinder Morgan
KMI
+$6.41M
5
ORCL icon
Oracle
ORCL
+$3.99M

Top Sells

1
+$15.9M
2
+$11.3M
3
+$9.26M
4
ACN icon
Accenture
ACN
+$7.45M
5
LLY icon
Eli Lilly
LLY
+$7.34M

Sector Composition

1 Technology 26.79%
2 Healthcare 15.69%
3 Financials 11.31%
4 Consumer Discretionary 10.36%
5 Communication Services 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$126M 7.8%
370,441
-27,194
2
$106M 6.53%
544,519
-58,476
3
$76.7M 4.74%
1,513,697
+130,667
4
$56.3M 3.48%
465,156
+22,269
5
$46.8M 2.89%
358,664
+7,007
6
$34.4M 2.13%
110,811
+1,097
7
$31.1M 1.92%
64,603
+3,555
8
$31M 1.92%
357,480
-12,820
9
$30.1M 1.86%
279,800
+133,211
10
$29.6M 1.83%
103,169
+5,491
11
$26.6M 1.64%
175,021
+2,587
12
$25.4M 1.57%
47,235
-4,213
13
$25.3M 1.57%
219,516
+590
14
$25.1M 1.55%
48,179
15
$24.6M 1.52%
52,429
-15,661
16
$23.7M 1.47%
60,341
-8,563
17
$23.6M 1.46%
111,144
18
$23.3M 1.44%
160,033
19
$20.9M 1.29%
87,821
-29,056
20
$20.6M 1.27%
111,352
+2,430
21
$19.6M 1.21%
539,660
22
$18.9M 1.17%
154,392
23
$18.5M 1.14%
644,948
+11,515
24
$17.5M 1.08%
56,825
-24,137
25
$16.3M 1.01%
300,647
1
2 3 4 5