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
$1.17B
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$12.3M
3
+$11.9M
4
KHC icon
Kraft Heinz
KHC
+$11.4M
5
INTC icon
Intel
INTC
+$11.2M

Top Sells

1
+$11.6M
2
+$11.5M
3
+$10.7M
4
AAPL icon
Apple
AAPL
+$10.6M
5
DG icon
Dollar General
DG
+$9.93M

Sector Composition

1 Financials 10.86%
2 Technology 8.34%
3 Consumer Discretionary 8.11%
4 Consumer Staples 6.71%
5 Communication Services 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.68M 0.23%
37,743
-517
77
$2.68M 0.23%
+60,724
78
$2.65M 0.23%
12,257
-5,304
79
$2.65M 0.23%
47,803
-4,635
80
$2.65M 0.23%
+39,909
81
$2.64M 0.23%
29,705
-17,478
82
$2.64M 0.23%
18,357
-2,371
83
$2.64M 0.22%
35,630
+572
84
$2.64M 0.22%
33,143
-13,465
85
$2.63M 0.22%
+257,611
86
$2.61M 0.22%
14,379
-388
87
$2.6M 0.22%
137,766
-16,077
88
$2.58M 0.22%
+47,324
89
$2.58M 0.22%
20,634
-4,108
90
$2.57M 0.22%
+24,894
91
$2.56M 0.22%
91,151
+1,966
92
$2.55M 0.22%
+519,354
93
$2.55M 0.22%
+39,039
94
$2.55M 0.22%
48,416
+3,024
95
$2.53M 0.22%
+35,722
96
$2.53M 0.22%
+106,798
97
$2.53M 0.22%
+32,111
98
$2.52M 0.21%
+85,887
99
$2.51M 0.21%
91,507
-42,809
100
$2.48M 0.21%
214,248
-10,559
2 3
4
5 6