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
$1.17B
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$12.3M
3
+$11.9M
4
KHC icon
Kraft Heinz
KHC
+$11.4M
5
INTC icon
Intel
INTC
+$11.2M

Top Sells

1
+$11.6M
2
+$11.5M
3
+$10.7M
4
AAPL icon
Apple
AAPL
+$10.6M
5
DG icon
Dollar General
DG
+$9.93M

Sector Composition

1 Financials 10.86%
2 Technology 8.34%
3 Consumer Discretionary 8.11%
4 Consumer Staples 6.71%
5 Communication Services 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.2M 0.96%
324,875
-37,607
27
$10.9M 0.93%
+28,725
28
$10.8M 0.92%
+129,005
29
$10.8M 0.92%
48,646
-32,767
30
$9.27M 0.79%
+88,940
31
$8.98M 0.77%
56,389
-19,080
32
$7.74M 0.66%
61,826
-37,135
33
$7.61M 0.65%
44,329
-42,938
34
$7.37M 0.63%
144,990
-19,343
35
$7.35M 0.63%
+331,676
36
$7.31M 0.62%
+45,653
37
$7.1M 0.61%
+127,917
38
$6.74M 0.57%
+136,922
39
$4.38M 0.37%
144,895
+6,442
40
$4.38M 0.37%
+197,979
41
$4.25M 0.36%
127,451
+1,392
42
$4.23M 0.36%
115,938
43
$4.22M 0.36%
28,898
-298
44
$4.17M 0.36%
66,562
+1,456
45
$4.08M 0.35%
56,912
+4,224
46
$4.08M 0.35%
62,501
-4,728
47
$4.03M 0.34%
104,872
-17,582
48
$3.88M 0.33%
194,778
+4,651
49
$3.74M 0.32%
31,995
-7,202
50
$3.67M 0.31%
66,979
-11,827
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