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
$1.14B
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$14.8M
3
+$11.6M
4
CTAS icon
Cintas
CTAS
+$10.2M
5
PEP icon
PepsiCo
PEP
+$8.49M

Top Sells

1
+$14.9M
2
+$11M
3
+$10.3M
4
V icon
Visa
V
+$10.1M
5
EBAY icon
eBay
EBAY
+$8.83M

Sector Composition

1 Technology 17.23%
2 Healthcare 14.96%
3 Consumer Discretionary 14.55%
4 Financials 13.51%
5 Communication Services 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.8M 1.03%
106,828
-4,289
27
$11.7M 1.02%
299,128
+21,838
28
$11.6M 1.01%
+24,624
29
$11.1M 0.97%
54,142
+3,412
30
$10.9M 0.95%
58,884
-11,735
31
$10.8M 0.94%
94,453
-52,250
32
$10.6M 0.93%
30,528
+15,363
33
$10.2M 0.89%
+172,132
34
$10.1M 0.89%
89,411
+435
35
$10M 0.88%
59,418
+34,261
36
$9.91M 0.87%
241,230
+45,300
37
$9.85M 0.86%
113,722
-6,029
38
$9.16M 0.8%
44,106
+9,768
39
$8.27M 0.72%
+2,014,120
40
$8.11M 0.71%
47,881
+9,357
41
$8.06M 0.7%
59,598
-16,158
42
$7.31M 0.64%
89,679
-43,385
43
$6.94M 0.61%
+26,149
44
$6.81M 0.6%
81,146
-20,231
45
$6.78M 0.59%
+132,412
46
$6.78M 0.59%
+129,287
47
$6.7M 0.59%
+32,197
48
$6.68M 0.58%
+41,702
49
$6.63M 0.58%
63,415
+10,103
50
$6.55M 0.57%
36,355
-7,193
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