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
$1.14B
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$14.8M
3
+$11.6M
4
CTAS icon
Cintas
CTAS
+$10.2M
5
PEP icon
PepsiCo
PEP
+$8.49M

Top Sells

1
+$14.9M
2
+$11M
3
+$10.3M
4
V icon
Visa
V
+$10.1M
5
EBAY icon
eBay
EBAY
+$8.83M

Sector Composition

1 Technology 17.23%
2 Healthcare 14.96%
3 Consumer Discretionary 14.55%
4 Financials 13.51%
5 Communication Services 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.34M 0.55%
+64,983
52
$6.21M 0.54%
+41,153
53
$6.16M 0.54%
+53,702
54
$5.9M 0.52%
20,017
-4,960
55
$5.83M 0.51%
94,698
+32,403
56
$5.59M 0.49%
+42,880
57
$5.53M 0.48%
21,164
+389
58
$5.43M 0.47%
+80,762
59
$5.36M 0.47%
87,867
+10,919
60
$5.36M 0.47%
115,997
+5,192
61
$5.24M 0.46%
73,983
+67,293
62
$5.13M 0.45%
117,158
+5,188
63
$5.13M 0.45%
22,271
-5,958
64
$5.06M 0.44%
196,116
-6,726
65
$5M 0.44%
18,205
-17,706
66
$4.95M 0.43%
57,767
+43,499
67
$4.91M 0.43%
+65,380
68
$4.87M 0.43%
110,220
+15,373
69
$4.84M 0.42%
+32,090
70
$4.81M 0.42%
90,902
-61,606
71
$4.56M 0.4%
67,546
+1
72
$4.53M 0.4%
64,032
+36,318
73
$4.48M 0.39%
+26,050
74
$4.47M 0.39%
45,086
-56,092
75
$4.46M 0.39%
37,865
+5,413
1 2
3
4 5