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
$791M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$17.5M
3
+$13.5M
4
EBAY icon
eBay
EBAY
+$12.7M
5
YUM icon
Yum! Brands
YUM
+$12.2M

Top Sells

1
+$19M
2
+$16.1M
3
+$12M
4
FDX icon
FedEx
FDX
+$11.8M
5
META icon
Meta Platforms (Facebook)
META
+$10.2M

Sector Composition

1 Consumer Discretionary 20.91%
2 Financials 19.71%
3 Communication Services 14.83%
4 Technology 7.52%
5 Consumer Staples 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.7M 2.11%
172,756
+2,051
27
$15.7M 1.98%
253,894
+677
28
$14.7M 1.85%
293,150
+8,111
29
$14M 1.77%
219,891
-105,869
30
$13.2M 1.66%
372,896
+9,668
31
$13.1M 1.66%
91,436
-81,816
32
$13.1M 1.66%
111,851
-101,964
33
$12.7M 1.6%
130,471
-72,284
34
$12.6M 1.6%
126,509
-69,202
35
$12.2M 1.54%
+223,574
36
$6.25M 0.79%
+216,819
37
$6.23M 0.79%
+96,359
38
$6.15M 0.78%
+207,093
39
$6.1M 0.77%
+89,645
40
$3.26M 0.41%
59,605
-186,998
41
$848K 0.11%
+4,570
42
$249K 0.03%
2,716
-313
43
$218K 0.03%
5,450
-1,063
44
$203K 0.03%
20,280
45
– –
-258,043
46
– –
-482,201
47
– –
-221,569
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