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
$1.7B
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$18.8M
3
+$17.3M
4
MSFT icon
Microsoft
MSFT
+$14.7M
5
DHR icon
Danaher
DHR
+$13.6M

Top Sells

1
+$12.5M
2
+$9M
3
+$8.4M
4
DPZ icon
Domino's
DPZ
+$8.07M
5
CAT icon
Caterpillar
CAT
+$8.06M

Sector Composition

1 Technology 23.84%
2 Consumer Discretionary 17.73%
3 Healthcare 10.91%
4 Financials 10.02%
5 Consumer Staples 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.05M 0.53%
63,989
+2,846
52
$8.89M 0.52%
248,654
+204,256
53
$8.81M 0.52%
117,099
+17,275
54
$8.76M 0.52%
16,204
+10,566
55
$8.5M 0.5%
57,826
-35,225
56
$8.32M 0.49%
637,640
+206,920
57
$7.96M 0.47%
116,286
-48,930
58
$7.72M 0.45%
63,793
+6,927
59
$7.72M 0.45%
115,634
-11,403
60
$7.69M 0.45%
235,160
-49,916
61
$7.57M 0.45%
41,567
-44,292
62
$7.4M 0.44%
153,957
-83,100
63
$7.32M 0.43%
35,235
-5,861
64
$7.32M 0.43%
124,618
+15,019
65
$7.27M 0.43%
19,304
-4,023
66
$7.19M 0.42%
+52,677
67
$7.13M 0.42%
19,966
-35,121
68
$6.97M 0.41%
88,263
+53,120
69
$6.9M 0.41%
+30,342
70
$6.76M 0.4%
141,462
+2,646
71
$6.56M 0.39%
55,983
-8,148
72
$6.5M 0.38%
+234,250
73
$6.46M 0.38%
28,075
+11,768
74
$6.39M 0.38%
27,150
-471
75
$6.27M 0.37%
8,773
-5,754
1 2
3
4 5