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
$1.23B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$12.2M
3
+$11.7M
4
MCD icon
McDonald's
MCD
+$9.95M
5
ORLY icon
O'Reilly Automotive
ORLY
+$9.37M

Top Sells

1
+$19M
2
+$12.4M
3
+$11.1M
4
AAPL icon
Apple
AAPL
+$10.9M
5
COST icon
Costco
COST
+$8.87M

Sector Composition

1 Technology 19.69%
2 Consumer Discretionary 15.53%
3 Healthcare 12.59%
4 Consumer Staples 11.87%
5 Financials 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-88,654
227
– –
-33,757
228
– –
-45,894
229
– –
-33,581
230
– –
-50,926
231
– –
-15,691
232
– –
-149,880
233
– –
-24,256
234
– –
-176,184
235
– –
-56,739
236
– –
-120,262
237
– –
-43,759
238
– –
-30,212
239
– –
-123,853
240
– –
-84,013
241
– –
-108,487
6 7 8 9
10