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
$1.02B
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$68.3M
2
+$67.5M
3
+$18.8M
4
DG icon
Dollar General
DG
+$14.4M
5
SPGI icon
S&P Global
SPGI
+$11.8M

Top Sells

1
+$13.1M
2
+$13M
3
+$12.2M
4
HD icon
Home Depot
HD
+$12M
5
CVS icon
CVS Health
CVS
+$11.8M

Sector Composition

1 Financials 10.92%
2 Healthcare 9.97%
3 Consumer Discretionary 9.57%
4 Technology 8.32%
5 Communication Services 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.59M 0.55%
+261,853
52
$5.12M 0.5%
141,038
+10,990
53
$5.07M 0.49%
154,435
+10,764
54
$5.06M 0.49%
123,625
+21,831
55
$4.89M 0.48%
61,832
-78,522
56
$4.76M 0.46%
31,281
+5,799
57
$4.38M 0.43%
+66,031
58
$4.29M 0.42%
+31,243
59
$4.22M 0.41%
43,640
+2,391
60
$4.16M 0.41%
+331,562
61
$4.12M 0.4%
189,571
-180,976
62
$4.12M 0.4%
123,302
-8,381
63
$4.08M 0.4%
99,372
-145,875
64
$4.08M 0.4%
117,800
-204,380
65
$4.05M 0.4%
381,725
-212,420
66
$4.05M 0.4%
+58,054
67
$4.02M 0.39%
+64,930
68
$3.98M 0.39%
52,495
+433
69
$3.97M 0.39%
50,057
+6,893
70
$3.95M 0.39%
51,334
-1,584
71
$3.94M 0.38%
23,869
+1,848
72
$3.91M 0.38%
61,316
-4,420
73
$3.89M 0.38%
166,118
+9,038
74
$3.78M 0.37%
74,170
+12,439
75
$3.76M 0.37%
74,859
-191,189
1 2
3
4 5