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
$975M
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$41M
3
+$29.4M
4
GILD icon
Gilead Sciences
GILD
+$22.1M
5
HAL icon
Halliburton
HAL
+$18.6M

Top Sells

1
+$24.9M
2
+$21.3M
3
+$20.8M
4
DPZ icon
Domino's
DPZ
+$19.8M
5
BX icon
Blackstone
BX
+$17.6M

Sector Composition

1 Consumer Discretionary 14.53%
2 Financials 12.57%
3 Consumer Staples 9.42%
4 Communication Services 9.16%
5 Technology 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.5M 1.8%
+147,882
27
$17.4M 1.79%
+1,071,820
28
$16.8M 1.73%
+388,194
29
$16.7M 1.71%
791,348
-152,278
30
$15.4M 1.58%
+398,169
31
$13.7M 1.41%
+330,196
32
$12.8M 1.31%
1,338,623
-2,182,655
33
$11.8M 1.21%
+995,050
34
$11.4M 1.17%
164,339
-29,939
35
$11.3M 1.16%
528,799
-517,223
36
$10.2M 1.05%
+181,560
37
$8.35M 0.86%
252,586
-128,142
38
$7.97M 0.82%
60,351
-58,716
39
$7.45M 0.76%
49,199
-40,207
40
$7.19M 0.74%
+227,643
41
$6.97M 0.72%
102,665
-161,409
42
$6.92M 0.71%
196,979
-250,773
43
$6.9M 0.71%
+106,107
44
$6.8M 0.7%
100,251
+187
45
$6.43M 0.66%
219,228
+4,830
46
$4.62M 0.47%
97,401
47
$4.13M 0.42%
+71,190
48
$2.31M 0.24%
+13,491
49
$900K 0.09%
4,570
-231
50
$855K 0.09%
+29,412
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