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
$1.54B
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$70M
2
+$16.2M
3
+$15.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$9.59M
5
KO icon
Coca-Cola
KO
+$7.68M

Top Sells

1
+$33.4M
2
+$30M
3
+$21.1M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$17.1M
5
MCD icon
McDonald's
MCD
+$7.23M

Sector Composition

1 Technology 25.57%
2 Healthcare 16.69%
3 Financials 12.27%
4 Consumer Discretionary 10.8%
5 Consumer Staples 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.2M 1.05%
+146,589
27
$15.9M 1.03%
181,556
+25,466
28
$15.9M 1.03%
+193,858
29
$15.8M 1.02%
317,615
-604,701
30
$15.6M 1.01%
34,023
+27
31
$15M 0.98%
300,647
+61,200
32
$14.3M 0.92%
123,236
-1,764
33
$14M 0.91%
31,466
-1,194
34
$13.1M 0.85%
170,149
-63,699
35
$12.4M 0.8%
100,788
-183
36
$12M 0.78%
242,695
-59,086
37
$11.8M 0.76%
84,586
-1,949
38
$11.8M 0.76%
288,270
-93,909
39
$11.4M 0.74%
37,034
+31,068
40
$10.7M 0.7%
30,222
-696
41
$10.3M 0.67%
51,707
-6,016
42
$9.82M 0.64%
353,520
+128,080
43
$9.14M 0.59%
44,753
-1,031
44
$9.03M 0.59%
1,621
+233
45
$9M 0.58%
46,325
-18,012
46
$8.9M 0.58%
217,720
-47,358
47
$8.85M 0.57%
29,307
-9,227
48
$8.84M 0.57%
15,795
-2,807
49
$8.78M 0.57%
178,611
+33,624
50
$8.59M 0.56%
50,073
-1,154
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