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
$830M
AUM Growth
-$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$12.8M
3
+$12.6M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$8.91M
5
AMT icon
American Tower
AMT
+$8.71M

Top Sells

1
+$202M
2
+$201M
3
+$10.2M
4
BKNG icon
Booking.com
BKNG
+$9.7M
5
SBUX icon
Starbucks
SBUX
+$8.87M

Sector Composition

1 Financials 14.37%
2 Technology 14.32%
3 Consumer Discretionary 13.47%
4 Healthcare 11.45%
5 Communication Services 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.6M 0.55%
59,598
+13,420
52
$4.56M 0.55%
+194,709
53
$4.45M 0.54%
54,895
+2,269
54
$4.44M 0.53%
+88,687
55
$4.35M 0.52%
48,558
-541
56
$4.27M 0.51%
624,328
+322,725
57
$4.16M 0.5%
54,037
+8,650
58
$4.12M 0.5%
83,146
-21,068
59
$4.04M 0.49%
24,025
+9,023
60
$3.85M 0.46%
128,544
+28,794
61
$3.82M 0.46%
94,948
62
$3.7M 0.45%
185,566
+35,974
63
$3.61M 0.44%
84,982
+13,283
64
$3.52M 0.42%
+25,306
65
$3.47M 0.42%
19,468
+3,774
66
$3.45M 0.42%
42,378
+27,518
67
$3.44M 0.41%
33,794
+7,927
68
$3.44M 0.41%
29,002
+5,006
69
$3.41M 0.41%
59,925
+14,277
70
$3.41M 0.41%
+77,829
71
$3.37M 0.41%
45,488
+14,402
72
$3.14M 0.38%
39,467
+10,231
73
$2.99M 0.36%
20,782
+3,306
74
$2.78M 0.34%
+35,820
75
$2.71M 0.33%
42,581
-10,781
1 2
3
4 5