KWILP
Kiwi Wealth Investments Limited Partnership Portfolio holdings
AUM
$126M
1-Year Est. Return
18.28%
1 Year Est. Return
+18.28%
AUM
$918M
AUM Growth
-$700M
(-43%)
Holding
202
Top Buys
| 1 | +$63.7M | |
| 2 | +$55.1M | |
| 3 | +$44.7M | |
| 4 |
Edwards Lifesciences
EW
|
+$40.4M |
| 5 |
Salesforce
CRM
|
+$32.3M |
Top Sells
| 1 | +$92.5M | |
| 2 | +$69.3M | |
| 3 | +$60.9M | |
| 4 |
Home Depot
HD
|
+$34.4M |
| 5 |
Broadcom
AVGO
|
+$31M |
Sector Composition
| 1 | Healthcare | 23.63% |
| 2 | Communication Services | 16.23% |
| 3 | Technology | 15.17% |
| 4 | Financials | 11.55% |
| 5 | Consumer Discretionary | 11.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Amazon
AMZN
$2.48T
| $65.3M | 7.12% |
513,692
+155,028
|
|
||
2
Alphabet (Google) Class A
GOOGL
$3.86T
| $63.7M | 6.94% |
+486,616
|
|
||
3
Icon
ICLR
$14.3B
| $55.1M | 6% |
+223,753
|
|
||
4
Meta Platforms (Facebook)
META
$1.61T
| $55.1M | 6% |
183,389
+80,220
|
|
||
5
iShares Treasury Floating Rate Bond ETF
TFLO
$6.51B
| $53.2M | 5.79% |
1,047,955
-465,742
|
|
||
6
Gartner
IT
$16.7B
| $48.1M | 5.24% |
139,849
+130,127
|
|
||
7
Microsoft
MSFT
$3.55T
| $47.7M | 5.19% |
150,934
-219,507
|
|
||
|
8
Edwards Lifesciences
EW
$48.7B
| $43.1M | 4.7% |
622,715
+582,680
|
|
||
|
9
Salesforce
CRM
$227B
| $42.7M | 4.66% |
210,805
+159,098
|
|
||
10
Boston Scientific
BSX
$146B
| $41.2M | 4.48% |
779,501
+478,854
|
|
||
11
Mastercard
MA
$497B
| $39.6M | 4.31% |
99,961
+39,620
|
|
||
12
UnitedHealth
UNH
$308B
| $36.9M | 4.02% |
73,100
+8,497
|
|
||
13
iShares TIPS Bond ETF
TIP
$14.5B
| $34.9M | 3.81% |
336,724
+56,924
|
|
||
14
Floor & Decor
FND
$7.14B
| $32.2M | 3.51% |
+356,353
|
|
||
15
Danaher
DHR
$161B
| $32.1M | 3.5% |
146,153
+35,009
|
|
||
16
Dollar Tree
DLTR
$23B
| $23.7M | 2.58% |
+222,661
|
|
||
17
Netflix
NFLX
$441B
| $19.7M | 2.15% |
521,920
+284,970
|
|
||
18
iShares Gold Trust
IAU
$65.4B
| $18.9M | 2.06% |
539,660
|
|
||
19
iShares Short Maturity Bond ETF
NEAR
$3.76B
| $15.8M | 1.73% |
317,615
|
|
||
20
MSCI
MSCI
$41B
| $15.8M | 1.72% |
30,731
+14,936
|
|
||
21
PayPal
PYPL
$57.3B
| $15.5M | 1.69% |
265,875
+239,150
|
|
||
22
Fomento Económico Mexicano
FMX
$35.3B
| $12.3M | 1.34% |
+112,471
|
|
||
23
KKR & Co
KKR
$113B
| $10M | 1.09% |
+162,923
|
|
||
24
Comcast
CMCSA
$100B
| $10M | 1.09% |
225,984
+16,685
|
|
||
25
Arthur J. Gallagher & Co
AJG
$63B
| $9.99M | 1.09% |
+43,830
|
|