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
$2.11B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$14.3M
3
+$13.6M
4
PSA icon
Public Storage
PSA
+$12.9M
5
PFE icon
Pfizer
PFE
+$12.9M

Top Sells

1
+$14.5M
2
+$11.9M
3
+$11.7M
4
TSCO icon
Tractor Supply
TSCO
+$10.9M
5
DPZ icon
Domino's
DPZ
+$9.7M

Sector Composition

1 Technology 24.36%
2 Consumer Discretionary 14.05%
3 Financials 13.75%
4 Healthcare 11.91%
5 Communication Services 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.8M 0.56%
42,841
-19,193
52
$11.7M 0.55%
276,118
+149,894
53
$11.7M 0.55%
97,100
-23,958
54
$11.3M 0.53%
114,991
-22,569
55
$10.9M 0.51%
16,917
+4,888
56
$10.8M 0.51%
24,633
-7,727
57
$10.4M 0.49%
115,609
+68,892
58
$9.96M 0.47%
43,030
-32,248
59
$9.76M 0.46%
26,366
-988
60
$9.74M 0.46%
89,825
-6,499
61
$9.52M 0.45%
143,130
-380
62
$9.36M 0.44%
+206,429
63
$9.3M 0.44%
78,271
-10,094
64
$9.19M 0.43%
65,919
-2,461
65
$9.13M 0.43%
+51,636
66
$9.12M 0.43%
48,350
+2,616
67
$9.07M 0.43%
66,984
-7,277
68
$8.84M 0.42%
42,797
-36,705
69
$8.79M 0.42%
251,500
+21,150
70
$8.7M 0.41%
34,252
+22,084
71
$8.67M 0.41%
1,468
+375
72
$8.6M 0.41%
19,529
-11,135
73
$8.59M 0.41%
21,982
-24,687
74
$8.58M 0.41%
98,091
+7,849
75
$8.55M 0.4%
62,746
-2,343
1 2
3
4 5