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
$995M
AUM Growth
-$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.6M
3
+$10.4M
4
PEP icon
PepsiCo
PEP
+$8.48M
5
CRM icon
Salesforce
CRM
+$7.98M

Top Sells

1
+$53.6M
2
+$23.7M
3
+$15.2M
4
USB icon
US Bancorp
USB
+$13.4M
5
ACN icon
Accenture
ACN
+$12M

Sector Composition

1 Technology 18.58%
2 Healthcare 14.74%
3 Consumer Discretionary 14.22%
4 Consumer Staples 11.33%
5 Communication Services 11.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.68M 0.57%
+90,414
52
$5.67M 0.57%
26,038
-22,388
53
$5.54M 0.56%
26,168
-15,838
54
$5.5M 0.55%
+250,006
55
$5.24M 0.53%
+149,880
56
$4.97M 0.5%
34,431
-21,267
57
$4.83M 0.49%
+7,730
58
$4.82M 0.48%
39,283
-3,809
59
$4.8M 0.48%
+86,295
60
$4.8M 0.48%
51,870
-60,874
61
$4.69M 0.47%
46,944
+16,554
62
$4.35M 0.44%
33,757
-22,610
63
$4.3M 0.43%
63,544
-734
64
$4.29M 0.43%
+131,380
65
$4.13M 0.41%
29,708
-20,766
66
$4.13M 0.41%
86,275
67
$4.09M 0.41%
+28,044
68
$4.05M 0.41%
26,011
-652
69
$3.98M 0.4%
12,594
-3,247
70
$3.91M 0.39%
8,890
-500
71
$3.75M 0.38%
52,388
-15,955
72
$3.73M 0.38%
+23,924
73
$3.64M 0.37%
+92,033
74
$3.62M 0.36%
2,688
+2,392
75
$3.51M 0.35%
43,275
-9,362
1 2
3
4 5