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
$1.43B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.4M
3
+$11.6M
4
AMZN icon
Amazon
AMZN
+$11.4M
5
PYPL icon
PayPal
PYPL
+$10.5M

Top Sells

1
+$13.7M
2
+$10.6M
3
+$9.86M
4
CL icon
Colgate-Palmolive
CL
+$9.62M
5
META icon
Meta Platforms (Facebook)
META
+$9.52M

Sector Composition

1 Technology 21.99%
2 Consumer Discretionary 18.71%
3 Healthcare 11.79%
4 Financials 9.83%
5 Consumer Staples 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.85M 0.55%
53,459
+3,934
52
$7.72M 0.54%
285,076
+72,468
53
$7.68M 0.54%
61,143
-78,539
54
$7.63M 0.53%
229,940
+3,490
55
$7.49M 0.52%
165,216
+63,486
56
$7.44M 0.52%
44,836
+7,037
57
$6.8M 0.48%
28,879
+4,275
58
$6.79M 0.47%
+41,096
59
$6.76M 0.47%
49,891
+15,230
60
$6.75M 0.47%
83,896
+44,763
61
$6.66M 0.47%
+64,131
62
$6.6M 0.46%
+29,619
63
$6.52M 0.46%
109,599
-124,614
64
$6.32M 0.44%
32,076
-4,632
65
$6.19M 0.43%
127,037
+35,297
66
$6.04M 0.42%
101,252
+35,494
67
$5.83M 0.41%
430,720
-102,680
68
$5.76M 0.4%
38,704
+20,414
69
$5.64M 0.39%
60,449
+24,398
70
$5.56M 0.39%
+56,866
71
$5.53M 0.39%
19,074
-6,660
72
$5.48M 0.38%
8,780
73
$5.47M 0.38%
+53,115
74
$5.34M 0.37%
36,099
-17,622
75
$5.28M 0.37%
48,064
-7,900
1 2
3
4 5