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
$1.43B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.4M
3
+$11.6M
4
AMZN icon
Amazon
AMZN
+$11.4M
5
PYPL icon
PayPal
PYPL
+$10.5M

Top Sells

1
+$13.7M
2
+$10.6M
3
+$9.86M
4
CL icon
Colgate-Palmolive
CL
+$9.62M
5
META icon
Meta Platforms (Facebook)
META
+$9.52M

Sector Composition

1 Technology 21.99%
2 Consumer Discretionary 18.71%
3 Healthcare 11.79%
4 Financials 9.83%
5 Consumer Staples 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.6M 0.88%
115,358
-6,972
27
$12.5M 0.87%
75,070
+27,118
28
$12.1M 0.85%
48,229
+37,532
29
$11.7M 0.82%
485,233
-112,010
30
$11.7M 0.81%
68,427
+46,593
31
$11.2M 0.78%
113,131
+52,643
32
$11.1M 0.77%
237,057
-143,331
33
$11M 0.77%
14,527
34
$10.9M 0.76%
45,230
+6,412
35
$10.5M 0.74%
+53,350
36
$10.5M 0.73%
33,552
-16,100
37
$10.1M 0.71%
93,051
+4,104
38
$9.93M 0.69%
143,072
-121,844
39
$9.91M 0.69%
+115,354
40
$9.69M 0.68%
66,888
-24,192
41
$9.54M 0.67%
19,456
-10,371
42
$9.42M 0.66%
306,390
-26,805
43
$9.16M 0.64%
185,598
-180,870
44
$9.13M 0.64%
27,714
+24,285
45
$9.04M 0.63%
+57,352
46
$8.88M 0.62%
490,133
+301,520
47
$8.64M 0.6%
109,148
-115,717
48
$8.61M 0.6%
92,262
-34,632
49
$8.28M 0.58%
23,327
-302
50
$7.88M 0.55%
99,824
-62,325
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