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
$1.23B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$12.2M
3
+$11.7M
4
MCD icon
McDonald's
MCD
+$9.95M
5
ORLY icon
O'Reilly Automotive
ORLY
+$9.37M

Top Sells

1
+$19M
2
+$12.4M
3
+$11.1M
4
AAPL icon
Apple
AAPL
+$10.9M
5
COST icon
Costco
COST
+$8.87M

Sector Composition

1 Technology 19.69%
2 Consumer Discretionary 15.53%
3 Healthcare 12.59%
4 Consumer Staples 11.87%
5 Financials 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.07M 0.57%
25,734
-434
52
$7.07M 0.57%
37,094
-13,821
53
$7.04M 0.57%
49,525
+19,817
54
$6.25M 0.51%
+95,744
55
$6.21M 0.5%
36,708
-10,390
56
$6.1M 0.49%
60,488
+21,447
57
$5.89M 0.48%
55,964
+31,663
58
$5.87M 0.48%
58,560
-27,735
59
$5.75M 0.47%
113,803
+27,528
60
$5.71M 0.46%
250,006
61
$5.24M 0.42%
149,289
+17,909
62
$5.11M 0.41%
+37,799
63
$5.09M 0.41%
+212,608
64
$5.09M 0.41%
+139,443
65
$5.08M 0.41%
24,604
+9,696
66
$5.07M 0.41%
533,400
+36,320
67
$5M 0.41%
+12,888
68
$4.81M 0.39%
+94,183
69
$4.53M 0.37%
18,928
-4,996
70
$4.48M 0.36%
+8,780
71
$4.35M 0.35%
+101,730
72
$4.34M 0.35%
+82,687
73
$4.19M 0.34%
39,534
-12,336
74
$4.13M 0.33%
10,643
-36
75
$4.1M 0.33%
+23,446
1 2
3
4 5