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
$894M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$17.9M
3
+$13.6M
4
KDP icon
Keurig Dr Pepper
KDP
+$11.7M
5
META icon
Meta Platforms (Facebook)
META
+$9.84M

Top Sells

1
+$35.7M
2
+$24.2M
3
+$24M
4
HAIN icon
Hain Celestial
HAIN
+$22.4M
5
MLM icon
Martin Marietta Materials
MLM
+$18.1M

Sector Composition

1 Financials 12.03%
2 Communication Services 9.16%
3 Consumer Staples 9.16%
4 Consumer Discretionary 6.3%
5 Technology 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.97M 0.44%
413,874
+3,802
52
$3.96M 0.44%
21,995
+1,087
53
$3.9M 0.44%
122,570
+6,749
54
$3.87M 0.43%
+20,484
55
$3.87M 0.43%
108,653
+17,642
56
$3.85M 0.43%
78,237
+5,315
57
$3.72M 0.42%
173,233
+22,778
58
$3.48M 0.39%
33,325
+4,951
59
$3.05M 0.34%
130,048
60
$1.69M 0.19%
65,024
61
$1.42M 0.16%
+36,420
62
$782K 0.09%
19,515
63
$403K 0.05%
+25,215
64
– –
-587,839
65
– –
-41,513
66
– –
-188,028
67
– –
-99,066
68
– –
-69,772
69
– –
-141,511
70
– –
-89,894
71
– –
-384,479
72
– –
-32,287
73
– –
-76,392
74
– –
-547,301
75
– –
-171,167
1 2
3
4 5