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
$1.02B
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$68.3M
2
+$67.5M
3
+$18.8M
4
DG icon
Dollar General
DG
+$14.4M
5
SPGI icon
S&P Global
SPGI
+$11.8M

Top Sells

1
+$13.1M
2
+$13M
3
+$12.2M
4
HD icon
Home Depot
HD
+$12M
5
CVS icon
CVS Health
CVS
+$11.8M

Sector Composition

1 Financials 10.92%
2 Healthcare 9.97%
3 Consumer Discretionary 9.57%
4 Technology 8.32%
5 Communication Services 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.8M 1.16%
+110,473
27
$10.8M 1.06%
56,317
-32,205
28
$10.8M 1.05%
81,898
+16,510
29
$10.6M 1.03%
124,859
-45,400
30
$10.5M 1.03%
222,356
-121,032
31
$10.2M 0.99%
+231,901
32
$10M 0.98%
80,172
+11,600
33
$9.99M 0.98%
+109,223
34
$9.41M 0.92%
263,020
+96,080
35
$9.37M 0.91%
112,352
-37,843
36
$9M 0.88%
74,756
-6,459
37
$8.9M 0.87%
+36,792
38
$8.64M 0.84%
149,521
-4,608
39
$8.39M 0.82%
+78,943
40
$8.38M 0.82%
255,477
+1,471
41
$8.36M 0.82%
+113,660
42
$8.01M 0.78%
102,671
+1,908
43
$7.91M 0.77%
141,407
-475
44
$7.73M 0.75%
63,715
-5,617
45
$6.84M 0.67%
125,562
-33,703
46
$6.76M 0.66%
+488,664
47
$6.52M 0.64%
87,862
-24,536
48
$5.7M 0.56%
198,591
-24,045
49
$5.67M 0.55%
+173,848
50
$5.61M 0.55%
43,916
-93,699
1
2
3 4 5