KWILP
Kiwi Wealth Investments Limited Partnership Portfolio holdings
AUM
$126M
This Quarter Return
+13.55%
1 Year Return
+18.28%
3 Year Return
+28.53%
5 Year Return
+142.73%
10 Year Return
+334.89%
AUM
$1.7B
AUM Growth
+$1.7B
(+19%)
Cap. Flow
+$152M
Cap. Flow
% of AUM
8.93%
Top 10 Holdings %
Top 10 Hldgs %
27.4%
Holding
301
New
68
Increased
68
Reduced
82
Closed
53
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$25.5M |
| 2 |
Meta Platforms (Facebook)
META
|
$18.8M |
| 3 |
Morgan Stanley
MS
|
$17.3M |
| 4 |
Microsoft
MSFT
|
$14.7M |
| 5 |
Danaher
DHR
|
$13.6M |
Top Sells
| 1 |
Mastercard
MA
|
$12.5M |
| 2 |
Zoetis
ZTS
|
$9M |
| 3 |
S&P Global
SPGI
|
$8.4M |
| 4 |
Domino's
DPZ
|
$8.07M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Asbury Automotive
ABG
$4.99B
| – | – |
-8,425
| Closed | -$821K |
|