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
$1.7B
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$18.8M
3
+$17.3M
4
MSFT icon
Microsoft
MSFT
+$14.7M
5
DHR icon
Danaher
DHR
+$13.6M

Top Sells

1
+$12.5M
2
+$9M
3
+$8.4M
4
DPZ icon
Domino's
DPZ
+$8.07M
5
CAT icon
Caterpillar
CAT
+$8.06M

Sector Composition

1 Technology 23.84%
2 Consumer Discretionary 17.73%
3 Healthcare 10.91%
4 Financials 10.02%
5 Consumer Staples 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.3M 0.78%
172,327
+29,255
27
$13M 0.77%
181,446
-27,250
28
$12.8M 0.76%
545,793
+55,660
29
$12.8M 0.75%
79,903
+35,067
30
$12.6M 0.74%
131,307
+39,045
31
$11.6M 0.68%
108,516
-6,838
32
$11.5M 0.68%
81,219
-24,437
33
$11.4M 0.67%
146,290
+37,142
34
$10.9M 0.64%
229,008
+144,550
35
$10.9M 0.64%
69,165
+30,461
36
$10.7M 0.63%
59,570
+2,218
37
$10.7M 0.63%
63,113
+27,014
38
$10.6M 0.63%
80,554
-32,577
39
$10.5M 0.62%
+48,146
40
$10.5M 0.62%
44,837
-8,513
41
$10.3M 0.61%
+48,863
42
$10.3M 0.61%
67,089
+201
43
$10.2M 0.6%
64,219
-10,851
44
$10.2M 0.6%
93,325
-22,033
45
$10.2M 0.6%
216,070
-13,870
46
$9.96M 0.59%
28,620
+906
47
$9.33M 0.55%
+43,593
48
$9.27M 0.55%
78,633
+34,469
49
$9.21M 0.54%
74,985
+14,536
50
$9.18M 0.54%
61,613
+13,549
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