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
$2.11B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$14.3M
3
+$13.6M
4
PSA icon
Public Storage
PSA
+$12.9M
5
PFE icon
Pfizer
PFE
+$12.9M

Top Sells

1
+$14.5M
2
+$11.9M
3
+$11.7M
4
TSCO icon
Tractor Supply
TSCO
+$10.9M
5
DPZ icon
Domino's
DPZ
+$9.7M

Sector Composition

1 Technology 24.36%
2 Consumer Discretionary 14.05%
3 Financials 13.75%
4 Healthcare 11.91%
5 Communication Services 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$553K 0.03%
+80,221
227
$486K 0.02%
+17,138
228
$468K 0.02%
5,674
229
$465K 0.02%
1,295
-9,904
230
$416K 0.02%
5,311
-52,572
231
$405K 0.02%
6,378
+1,281
232
$396K 0.02%
9,545
-17,785
233
$383K 0.02%
2,962
-10,024
234
$373K 0.02%
+15,182
235
$328K 0.02%
2,177
236
$325K 0.02%
1,307
237
$317K 0.02%
+3,750
238
$267K 0.01%
671
-4,440
239
– –
-8,811
240
– –
-16,242
241
– –
-1,234
242
– –
-4,174
243
– –
-28,422
244
– –
-8,142
245
– –
-70,771
246
– –
-10,860
247
– –
-146,907
248
– –
-38,212
249
– –
-32,337
250
– –
-4,305
8 9
10
11 12