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
$1.22B
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$11.3M
3
+$11.1M
4
GIS icon
General Mills
GIS
+$10.5M
5
ROST icon
Ross Stores
ROST
+$10.3M

Top Sells

1
+$15M
2
+$14.4M
3
+$13.2M
4
CSX icon
CSX Corp
CSX
+$12.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$11.9M

Sector Composition

1 Financials 11%
2 Consumer Discretionary 10.4%
3 Technology 8.95%
4 Healthcare 6.11%
5 Consumer Staples 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.25M 0.76%
+215,025
27
$9.22M 0.76%
24,037
-4,688
28
$8.91M 0.73%
48,335
-8,054
29
$7.9M 0.65%
70,599
-53,234
30
$7.88M 0.65%
61,759
-35,318
31
$7.66M 0.63%
+225,268
32
$7.5M 0.62%
40,278
-4,051
33
$7.16M 0.59%
172,580
-212,800
34
$7M 0.58%
+120,912
35
$6.92M 0.57%
47,132
-90,044
36
$6.81M 0.56%
122,225
-22,765
37
$6.7M 0.55%
290,082
-41,594
38
$5.99M 0.49%
102,547
-25,370
39
$5.91M 0.49%
49,048
-12,778
40
$5.88M 0.48%
+3,302
41
$5.81M 0.48%
+317,721
42
$5.71M 0.47%
+38,968
43
$5.61M 0.46%
+218,658
44
$4.81M 0.4%
17,580
+14,584
45
$4.57M 0.38%
135,263
-9,632
46
$4.17M 0.34%
25,385
-3,513
47
$4.1M 0.34%
+81,644
48
$3.92M 0.32%
57,785
+873
49
$3.9M 0.32%
115,938
50
$3.78M 0.31%
65,964
+3,463
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