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
$1.23B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$12.2M
3
+$11.7M
4
MCD icon
McDonald's
MCD
+$9.95M
5
ORLY icon
O'Reilly Automotive
ORLY
+$9.37M

Top Sells

1
+$19M
2
+$12.4M
3
+$11.1M
4
AAPL icon
Apple
AAPL
+$10.9M
5
COST icon
Costco
COST
+$8.87M

Sector Composition

1 Technology 19.69%
2 Consumer Discretionary 15.53%
3 Healthcare 12.59%
4 Consumer Staples 11.87%
5 Financials 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.4M 1.09%
62,252
+13,494
27
$13.2M 1.07%
162,149
+44,331
28
$13M 1.05%
29,827
-10,447
29
$12.9M 1.05%
234,213
-74,687
30
$12.2M 0.99%
+91,124
31
$12M 0.97%
163,643
-54,339
32
$11.7M 0.95%
+91,080
33
$11.3M 0.92%
20,793
+11,903
34
$11.2M 0.91%
122,330
-13,675
35
$10.6M 0.86%
180,927
-4,972
36
$10.4M 0.84%
28,776
-882
37
$10.4M 0.84%
126,894
-551
38
$10.2M 0.83%
14,527
+6,797
39
$10M 0.81%
38,818
+12,780
40
$9.43M 0.76%
88,947
+12,018
41
$9.37M 0.76%
+333,195
42
$9.18M 0.74%
48,898
+6,663
43
$8.82M 0.71%
53,721
+37,290
44
$8.22M 0.67%
+64,969
45
$8.04M 0.65%
58,653
+1,734
46
$8.03M 0.65%
47,952
+13,521
47
$7.8M 0.63%
+140,590
48
$7.37M 0.6%
67,097
+9,850
49
$7.33M 0.59%
226,450
+159,320
50
$7.17M 0.58%
23,629
-29,252
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