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
$1.02B
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$68.3M
2
+$67.5M
3
+$18.8M
4
DG icon
Dollar General
DG
+$14.4M
5
SPGI icon
S&P Global
SPGI
+$11.8M

Top Sells

1
+$13.1M
2
+$13M
3
+$12.2M
4
HD icon
Home Depot
HD
+$12M
5
CVS icon
CVS Health
CVS
+$11.8M

Sector Composition

1 Financials 10.92%
2 Healthcare 9.97%
3 Consumer Discretionary 9.57%
4 Technology 8.32%
5 Communication Services 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.54M 0.35%
99,347
-34,268
77
$3.51M 0.34%
+27,150
78
$3.45M 0.34%
46,166
-12,906
79
$3.4M 0.33%
109,905
-27,860
80
$3.37M 0.33%
+65,496
81
$3.31M 0.32%
+91,596
82
$3.3M 0.32%
+64,975
83
$3.27M 0.32%
+17,901
84
$3.26M 0.32%
+37,676
85
$3.24M 0.32%
+48,534
86
$3.24M 0.32%
+42,123
87
$3.23M 0.32%
+98,329
88
$3.22M 0.31%
51,681
-10,969
89
$3.21M 0.31%
+19,383
90
$3.14M 0.31%
48,820
+1,109
91
$3.14M 0.31%
+58,614
92
$3.11M 0.3%
+62,858
93
$3.1M 0.3%
48,969
-10,032
94
$3.1M 0.3%
56,440
-80,396
95
$3.08M 0.3%
37,791
+2,648
96
$3.07M 0.3%
+37,688
97
$2.91M 0.28%
+65,769
98
$2.47M 0.24%
18,818
-9,601
99
$2.38M 0.23%
65,024
100
$1.57M 0.15%
141,822
-188,273
2 3
4
5 6