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
$1.22B
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$11.3M
3
+$11.1M
4
GIS icon
General Mills
GIS
+$10.5M
5
ROST icon
Ross Stores
ROST
+$10.3M

Top Sells

1
+$15M
2
+$14.4M
3
+$13.2M
4
CSX icon
CSX Corp
CSX
+$12.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$11.9M

Sector Composition

1 Financials 11%
2 Consumer Discretionary 10.4%
3 Technology 8.95%
4 Healthcare 6.11%
5 Consumer Staples 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.88M 0.24%
+35,783
77
$2.88M 0.24%
64,501
+2,967
78
$2.84M 0.23%
51,392
+6,834
79
$2.82M 0.23%
57,351
+4,918
80
$2.81M 0.23%
+65,179
81
$2.8M 0.23%
16,931
-1,426
82
$2.79M 0.23%
28,513
-4,174
83
$2.79M 0.23%
95,950
+4,443
84
$2.79M 0.23%
11,921
-336
85
$2.78M 0.23%
29,198
-2,913
86
$2.77M 0.23%
23,030
-1,864
87
$2.75M 0.23%
41,062
-665
88
$2.75M 0.23%
+4,588
89
$2.75M 0.23%
34,369
+1,226
90
$2.74M 0.23%
146,617
+8,851
91
$2.73M 0.22%
+91,831
92
$2.73M 0.22%
47,588
-828
93
$2.71M 0.22%
+68,092
94
$2.7M 0.22%
17,863
-1,779
95
$2.7M 0.22%
36,042
+1,474
96
$2.69M 0.22%
185,632
+1,215
97
$2.69M 0.22%
49,179
+2,155
98
$2.64M 0.22%
21,918
+1,284
99
$2.64M 0.22%
90,376
+4,489
100
$2.6M 0.21%
39,700
-209
2 3
4
5 6