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
$995M
AUM Growth
-$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.6M
3
+$10.4M
4
PEP icon
PepsiCo
PEP
+$8.48M
5
CRM icon
Salesforce
CRM
+$7.98M

Top Sells

1
+$53.6M
2
+$23.7M
3
+$15.2M
4
USB icon
US Bancorp
USB
+$13.4M
5
ACN icon
Accenture
ACN
+$12M

Sector Composition

1 Technology 18.58%
2 Healthcare 14.74%
3 Consumer Discretionary 14.22%
4 Consumer Staples 11.33%
5 Communication Services 11.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.6M 1.07%
64,363
-16,413
27
$10.4M 1.04%
185,899
+20,527
28
$10.3M 1.03%
134,806
+69,267
29
$9.57M 0.96%
127,445
-29,551
30
$9.48M 0.95%
48,758
-12,381
31
$9.48M 0.95%
38,687
-16,290
32
$8.51M 0.85%
117,818
+34,911
33
$8.44M 0.85%
101,976
-5,797
34
$8.41M 0.85%
29,658
-748
35
$8.21M 0.83%
171,875
-38,810
36
$8.05M 0.81%
86,546
-28,464
37
$7.98M 0.8%
+55,421
38
$7.69M 0.77%
+50,915
39
$7.64M 0.77%
45,894
+3,897
40
$7.48M 0.75%
42,235
+13,524
41
$7.31M 0.73%
+68,887
42
$6.79M 0.68%
518,850
-71,550
43
$6.7M 0.67%
56,919
-12,081
44
$6.64M 0.67%
47,098
-21,699
45
$6.44M 0.65%
+176,184
46
$6.37M 0.64%
44,195
-9,839
47
$6.33M 0.64%
76,929
-7,831
48
$5.9M 0.59%
+157,110
49
$5.83M 0.59%
88,654
-88,016
50
$5.76M 0.58%
+57,247
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