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
$1.17B
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$12.3M
3
+$11.9M
4
KHC icon
Kraft Heinz
KHC
+$11.4M
5
INTC icon
Intel
INTC
+$11.2M

Top Sells

1
+$11.6M
2
+$11.5M
3
+$10.7M
4
AAPL icon
Apple
AAPL
+$10.6M
5
DG icon
Dollar General
DG
+$9.93M

Sector Composition

1 Financials 10.86%
2 Technology 8.34%
3 Consumer Discretionary 8.11%
4 Consumer Staples 6.71%
5 Communication Services 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.52M 0.3%
118,658
+5,470
52
$3.49M 0.3%
49,225
-17,128
53
$3.47M 0.3%
69,086
-4,460
54
$3.47M 0.3%
142,977
-7,092
55
$3.44M 0.29%
+57,962
56
$3.44M 0.29%
144,808
+22,902
57
$3.43M 0.29%
28,011
-46
58
$3.43M 0.29%
254,825
-82,659
59
$3.37M 0.29%
96,852
+5,774
60
$3.37M 0.29%
+162,537
61
$3.35M 0.29%
54,326
+9,369
62
$3.33M 0.28%
104,731
+5,721
63
$3.29M 0.28%
270,898
-6,795
64
$3.28M 0.28%
38,505
-1,072
65
$3.27M 0.28%
20,247
+974
66
$3.22M 0.27%
44,558
-3,512
67
$3.18M 0.27%
41,783
-897
68
$2.79M 0.24%
40,809
-5,960
69
$2.76M 0.24%
49,297
-6,462
70
$2.75M 0.23%
61,534
-28,832
71
$2.72M 0.23%
41,727
-4,634
72
$2.7M 0.23%
37,873
-16,353
73
$2.7M 0.23%
75,916
-32,250
74
$2.69M 0.23%
35,164
-8,728
75
$2.68M 0.23%
+19,642
1 2
3
4 5