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
$1.7B
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$18.8M
3
+$17.3M
4
MSFT icon
Microsoft
MSFT
+$14.7M
5
DHR icon
Danaher
DHR
+$13.6M

Top Sells

1
+$12.5M
2
+$9M
3
+$8.4M
4
DPZ icon
Domino's
DPZ
+$8.07M
5
CAT icon
Caterpillar
CAT
+$8.06M

Sector Composition

1 Technology 23.84%
2 Consumer Discretionary 17.73%
3 Healthcare 10.91%
4 Financials 10.02%
5 Consumer Staples 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$884K 0.05%
15,725
-14,971
227
$816K 0.05%
+16,418
228
$806K 0.05%
+8,153
229
$790K 0.05%
21,443
-56,781
230
$758K 0.04%
+4,186
231
$756K 0.04%
12,121
-5,684
232
$754K 0.04%
+9,912
233
$733K 0.04%
+32,365
234
$727K 0.04%
+57,700
235
$719K 0.04%
+3,614
236
$718K 0.04%
19,577
237
$706K 0.04%
7,504
-15,828
238
$628K 0.04%
10,438
239
$624K 0.04%
6,409
-2,897
240
$623K 0.04%
14,546
241
$622K 0.04%
+7,115
242
$604K 0.04%
10,280
-8,300
243
$587K 0.03%
2,533
244
$533K 0.03%
6,770
-3,553
245
$482K 0.03%
+7,479
246
$350K 0.02%
+5,674
247
$295K 0.02%
1,942
-17,027
248
$241K 0.01%
+13,620
249
– –
-8,425
250
– –
-83,896
8 9
10
11 12