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
$1.43B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.4M
3
+$11.6M
4
AMZN icon
Amazon
AMZN
+$11.4M
5
PYPL icon
PayPal
PYPL
+$10.5M

Top Sells

1
+$13.7M
2
+$10.6M
3
+$9.86M
4
CL icon
Colgate-Palmolive
CL
+$9.62M
5
META icon
Meta Platforms (Facebook)
META
+$9.52M

Sector Composition

1 Technology 21.99%
2 Consumer Discretionary 18.71%
3 Healthcare 11.79%
4 Financials 9.83%
5 Consumer Staples 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$626K 0.04%
4,383
-5,496
227
$587K 0.04%
+2,464
228
$545K 0.04%
10,438
-50,918
229
$539K 0.04%
+2,533
230
$537K 0.04%
+94,215
231
$480K 0.03%
+19,577
232
$355K 0.02%
+3,129
233
$292K 0.02%
+14,546
234
– –
-15,563
235
– –
-67,097
236
– –
-113,394
237
– –
-8,682
238
– –
-180,927
239
– –
-94,183
240
– –
-58,560
241
– –
-63,426
242
– –
-7,512
243
– –
-77,715
244
– –
-32,269
245
– –
-23,174
246
– –
-24,471
247
– –
-2,226
248
– –
-139,443
249
– –
-22,984
250
– –
-14,742
7 8 9
10
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