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
$2.11B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$14.3M
3
+$13.6M
4
PSA icon
Public Storage
PSA
+$12.9M
5
PFE icon
Pfizer
PFE
+$12.9M

Top Sells

1
+$14.5M
2
+$11.9M
3
+$11.7M
4
TSCO icon
Tractor Supply
TSCO
+$10.9M
5
DPZ icon
Domino's
DPZ
+$9.7M

Sector Composition

1 Technology 24.36%
2 Consumer Discretionary 14.05%
3 Financials 13.75%
4 Healthcare 11.91%
5 Communication Services 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.2M 0.86%
111,355
+12,957
27
$17.8M 0.84%
110,501
+12,083
28
$17.6M 0.83%
58,502
+28,755
29
$17M 0.8%
48,297
+30,150
30
$16.7M 0.79%
80,645
-21,466
31
$16M 0.76%
222,090
-13,170
32
$15.7M 0.74%
33,337
-7,110
33
$15M 0.71%
311,892
+136,305
34
$14.8M 0.7%
338,538
-31,582
35
$14.8M 0.7%
50,554
+10,643
36
$14.7M 0.7%
73,472
+40,246
37
$14.7M 0.69%
50,248
+748
38
$14.4M 0.68%
82,955
-26,309
39
$14.3M 0.68%
+23,820
40
$14.2M 0.67%
50,344
-27,001
41
$14M 0.66%
74,267
-12,666
42
$13.3M 0.63%
113,485
+2,309
43
$12.9M 0.61%
+34,480
44
$12.7M 0.6%
75,316
-13,392
45
$12.6M 0.6%
+165,011
46
$12.6M 0.6%
60,375
+17,076
47
$12.5M 0.59%
87,208
+79,075
48
$12.4M 0.59%
71,856
-21,814
49
$12.2M 0.58%
47,417
+1,437
50
$12M 0.57%
128,615
-6,162
1
2
3 4 5