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
$830M
AUM Growth
-$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$12.8M
3
+$12.6M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$8.91M
5
AMT icon
American Tower
AMT
+$8.71M

Top Sells

1
+$202M
2
+$201M
3
+$10.2M
4
BKNG icon
Booking.com
BKNG
+$9.7M
5
SBUX icon
Starbucks
SBUX
+$8.87M

Sector Composition

1 Financials 14.37%
2 Technology 14.32%
3 Consumer Discretionary 13.47%
4 Healthcare 11.45%
5 Communication Services 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.7M 1.53%
192,208
+1,272
27
$12.5M 1.51%
205,068
+97,715
28
$10.9M 1.31%
104,070
+51,771
29
$10.7M 1.29%
51,965
+1,355
30
$10M 1.21%
155,473
+114,435
31
$8.91M 1.07%
+173,692
32
$8.78M 1.06%
73,438
+20,012
33
$8.16M 0.98%
75,700
+9,641
34
$7.04M 0.85%
+22,493
35
$6.73M 0.81%
33,912
-2,646
36
$6.63M 0.8%
+29,389
37
$6.46M 0.78%
165,466
-52,306
38
$6.36M 0.77%
+137,045
39
$6.31M 0.76%
187,762
+40,344
40
$6.3M 0.76%
85,539
-25,092
41
$6.24M 0.75%
163,966
-267,789
42
$6.11M 0.74%
+181,543
43
$5.98M 0.72%
+23,524
44
$5.65M 0.68%
108,904
-17,716
45
$5.52M 0.66%
29,586
+5,458
46
$5.47M 0.66%
+39,410
47
$5.34M 0.64%
102,525
+26,838
48
$5.33M 0.64%
28,491
-1,272
49
$4.96M 0.6%
+35,120
50
$4.74M 0.57%
31,786
+7,960
1
2
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