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
$852M
AUM Growth
-$86.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$11.4M
3
+$10.6M
4
MDT icon
Medtronic
MDT
+$10.2M
5
HD icon
Home Depot
HD
+$9.81M

Top Sells

1
+$32.7M
2
+$26.3M
3
+$16.8M
4
BK icon
Bank of New York Mellon
BK
+$16.2M
5
BLK icon
Blackrock
BLK
+$13.1M

Sector Composition

1 Financials 16.46%
2 Consumer Staples 12.67%
3 Consumer Discretionary 11.85%
4 Healthcare 9.22%
5 Technology 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.4M 1.33%
+329,366
27
$10.9M 1.28%
173,921
-12,596
28
$10.7M 1.26%
297,829
-27,151
29
$10.7M 1.26%
153,690
-15,690
30
$10.3M 1.22%
547,301
-20,044
31
$10.2M 1.19%
+151,759
32
$10M 1.18%
162,814
+29,314
33
$9.54M 1.12%
106,084
-292,388
34
$9.54M 1.12%
+137,060
35
$9.03M 1.06%
220,167
-121,565
36
$9.01M 1.06%
171,167
-30,783
37
$8.85M 1.04%
+76,392
38
$7.9M 0.93%
263,168
+1,650
39
$7.76M 0.91%
86,960
+10,511
40
$7.64M 0.9%
+150,827
41
$7.5M 0.88%
+69,515
42
$7.44M 0.87%
477,627
-8,901
43
$7M 0.82%
+134,683
44
$6.46M 0.76%
+252,280
45
$6.46M 0.76%
+33,375
46
$6.16M 0.72%
90,266
-63,372
47
$5.93M 0.7%
+281,244
48
$4.52M 0.53%
+9,715
49
$4.48M 0.53%
89,894
+6,150
50
$4.12M 0.48%
74,363
-3,839
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2
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