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
$1.54B
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$70M
2
+$16.2M
3
+$15.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$9.59M
5
KO icon
Coca-Cola
KO
+$7.68M

Top Sells

1
+$33.4M
2
+$30M
3
+$21.1M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$17.1M
5
MCD icon
McDonald's
MCD
+$7.23M

Sector Composition

1 Technology 25.57%
2 Healthcare 16.69%
3 Financials 12.27%
4 Consumer Discretionary 10.8%
5 Consumer Staples 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.48M 0.55%
34,393
+8,004
52
$8.46M 0.55%
63,206
-5,829
53
$8.37M 0.54%
27,354
-4,352
54
$8.35M 0.54%
159,816
+41,123
55
$8.01M 0.52%
86,094
-1,984
56
$7.99M 0.52%
34,920
-805
57
$7.79M 0.51%
48,889
-8,355
58
$7.68M 0.5%
+123,884
59
$7.67M 0.5%
146,374
+12,546
60
$7.55M 0.49%
199,266
+162,733
61
$7.47M 0.48%
40,071
+8,905
62
$7.41M 0.48%
35,703
+6,932
63
$7.39M 0.48%
45,781
-1,055
64
$7.23M 0.47%
18,751
+5,054
65
$7.21M 0.47%
210,950
-4,850
66
$7.06M 0.46%
67,813
-1,563
67
$6.82M 0.44%
19,200
-2,825
68
$6.75M 0.44%
52,910
+13,803
69
$6.6M 0.43%
39,739
-34,818
70
$6.56M 0.43%
50,049
-20,221
71
$6.52M 0.42%
+79,015
72
$6.49M 0.42%
32,432
+29,831
73
$6.45M 0.42%
63,713
74
$6.44M 0.42%
41,521
-20,545
75
$6.35M 0.41%
194,606
-4,485
1 2
3
4 5