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
$894M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$17.9M
3
+$13.6M
4
KDP icon
Keurig Dr Pepper
KDP
+$11.7M
5
META icon
Meta Platforms (Facebook)
META
+$9.84M

Top Sells

1
+$35.7M
2
+$24.2M
3
+$24M
4
HAIN icon
Hain Celestial
HAIN
+$22.4M
5
MLM icon
Martin Marietta Materials
MLM
+$18.1M

Sector Composition

1 Financials 12.03%
2 Communication Services 9.16%
3 Consumer Staples 9.16%
4 Consumer Discretionary 6.3%
5 Technology 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.42M 0.49%
+102,412
27
$4.36M 0.49%
68,551
+7,791
28
$4.29M 0.48%
84,642
-682
29
$4.28M 0.48%
82,475
+2,767
30
$4.21M 0.47%
61,264
-75,796
31
$4.2M 0.47%
64,452
+8,540
32
$4.18M 0.47%
147,554
-2,936
33
$4.17M 0.47%
93,424
+15,262
34
$4.15M 0.46%
491,770
+27,282
35
$4.14M 0.46%
77,119
+2,756
36
$4.13M 0.46%
65,930
-326
37
$4.13M 0.46%
39,770
+2,046
38
$4.12M 0.46%
+66,556
39
$4.11M 0.46%
29,466
+3,265
40
$4.09M 0.46%
46,805
-9,068
41
$4.09M 0.46%
+46,741
42
$4.08M 0.46%
78,863
+3,412
43
$4.08M 0.46%
111,700
+9,433
44
$4.08M 0.46%
308,987
+21,809
45
$4.06M 0.45%
+149,659
46
$4.06M 0.45%
+279,630
47
$4.02M 0.45%
66,800
-3,738
48
$4M 0.45%
+47,485
49
$3.99M 0.45%
24,599
-1,466
50
$3.99M 0.45%
58,941
-202,550
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