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
$852M
AUM Growth
-$86.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$11.4M
3
+$10.6M
4
MDT icon
Medtronic
MDT
+$10.2M
5
HD icon
Home Depot
HD
+$9.81M

Top Sells

1
+$32.7M
2
+$26.3M
3
+$16.8M
4
BK icon
Bank of New York Mellon
BK
+$16.2M
5
BLK icon
Blackrock
BLK
+$13.1M

Sector Composition

1 Financials 16.46%
2 Consumer Staples 12.67%
3 Consumer Discretionary 11.85%
4 Healthcare 9.22%
5 Technology 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.02M 0.47%
+55,912
52
$4.01M 0.47%
91,011
-5,045
53
$4.01M 0.47%
90,590
-2,949
54
$3.99M 0.47%
+132,280
55
$3.94M 0.46%
+55,873
56
$3.89M 0.46%
70,538
-7,782
57
$3.87M 0.45%
64,446
-7,228
58
$3.83M 0.45%
+85,324
59
$3.83M 0.45%
+138,564
60
$3.8M 0.45%
+32,287
61
$3.79M 0.44%
150,490
-21,909
62
$3.78M 0.44%
27,305
-57,972
63
$3.76M 0.44%
+41,513
64
$3.76M 0.44%
+105,604
65
$3.75M 0.44%
322,534
+36,686
66
$3.75M 0.44%
+66,256
67
$3.74M 0.44%
+75,451
68
$3.74M 0.44%
73,105
-415
69
$3.74M 0.44%
+287,178
70
$3.72M 0.44%
+60,760
71
$3.72M 0.44%
+150,455
72
$3.7M 0.43%
+75,153
73
$3.69M 0.43%
+410,072
74
$3.69M 0.43%
102,267
+3,378
75
$3.69M 0.43%
+79,708
1 2
3
4 5