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
$1.22B
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$11.3M
3
+$11.1M
4
GIS icon
General Mills
GIS
+$10.5M
5
ROST icon
Ross Stores
ROST
+$10.3M

Top Sells

1
+$15M
2
+$14.4M
3
+$13.2M
4
CSX icon
CSX Corp
CSX
+$12.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$11.9M

Sector Composition

1 Financials 11%
2 Consumer Discretionary 10.4%
3 Technology 8.95%
4 Healthcare 6.11%
5 Consumer Staples 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.77M 0.31%
127,772
-197,103
52
$3.74M 0.31%
59,857
+20,818
53
$3.6M 0.3%
49,374
+149
54
$3.59M 0.3%
59,096
+24,355
55
$3.59M 0.3%
29,833
-2,162
56
$3.56M 0.29%
15,480
-62,832
57
$3.5M 0.29%
63,278
-3,701
58
$3.36M 0.28%
48,452
+16,100
59
$3.35M 0.28%
50,595
+9,786
60
$3.32M 0.27%
98,777
-19,881
61
$3.31M 0.27%
122,624
-20,353
62
$3.25M 0.27%
149,532
-13,005
63
$3.22M 0.27%
+39,523
64
$3.21M 0.26%
+25,823
65
$3.2M 0.26%
88,492
-8,360
66
$3.17M 0.26%
65,943
-3,143
67
$3.05M 0.25%
25,281
-2,730
68
$3.01M 0.25%
104,114
-2,684
69
$3M 0.25%
94,691
-10,040
70
$3M 0.25%
34,756
-3,749
71
$2.93M 0.24%
124,260
-20,548
72
$2.9M 0.24%
58,120
-2,604
73
$2.88M 0.24%
+18,525
74
$2.88M 0.24%
46,697
-7,629
75
$2.88M 0.24%
32,370
-3,260
1 2
3
4 5