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
$852M
AUM Growth
-$86.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$11.4M
3
+$10.6M
4
MDT icon
Medtronic
MDT
+$10.2M
5
HD icon
Home Depot
HD
+$9.81M

Top Sells

1
+$32.7M
2
+$26.3M
3
+$16.8M
4
BK icon
Bank of New York Mellon
BK
+$16.2M
5
BLK icon
Blackrock
BLK
+$13.1M

Sector Composition

1 Financials 16.46%
2 Consumer Staples 12.67%
3 Consumer Discretionary 11.85%
4 Healthcare 9.22%
5 Technology 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.69M 0.43%
464,488
+14,715
77
$3.68M 0.43%
+37,464
78
$3.67M 0.43%
+69,772
79
$3.67M 0.43%
+99,066
80
$3.67M 0.43%
+26,201
81
$3.66M 0.43%
+78,162
82
$3.65M 0.43%
+115,821
83
$3.63M 0.43%
+20,908
84
$3.61M 0.42%
+72,525
85
$3.6M 0.42%
+26,065
86
$3.58M 0.42%
+37,724
87
$3.53M 0.41%
+72,922
88
$3.51M 0.41%
+121,119
89
$3.51M 0.41%
+130,048
90
$3.46M 0.41%
+141,511
91
$2.8M 0.33%
28,374
+8,631
92
$2.72M 0.32%
61,428
+19,046
93
$1.87M 0.22%
65,024
-130,048
94
$881K 0.1%
4,570
95
$824K 0.1%
19,515
96
– –
-211,224
97
– –
-119,932
98
– –
-20,976
99
– –
-385,278
100
– –
-37,768
1 2 3
4
5