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
$830M
AUM Growth
-$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$12.8M
3
+$12.6M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$8.91M
5
AMT icon
American Tower
AMT
+$8.71M

Top Sells

1
+$202M
2
+$201M
3
+$10.2M
4
BKNG icon
Booking.com
BKNG
+$9.7M
5
SBUX icon
Starbucks
SBUX
+$8.87M

Sector Composition

1 Financials 14.37%
2 Technology 14.32%
3 Consumer Discretionary 13.47%
4 Healthcare 11.45%
5 Communication Services 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.68M 0.32%
22,740
+3,423
77
$2.66M 0.32%
+57,009
78
$2.5M 0.3%
20,019
+1,465
79
$2.47M 0.3%
23,221
+3,639
80
$2.41M 0.29%
+65,718
81
$2.32M 0.28%
80,393
+11,582
82
$2.31M 0.28%
+27,293
83
$2.3M 0.28%
86,972
+27,321
84
$2.25M 0.27%
78,970
+17,404
85
$2.18M 0.26%
27,600
+7,364
86
$2.17M 0.26%
40,677
+11,633
87
$2.13M 0.26%
115,475
+23,887
88
$2.1M 0.25%
13,693
+2,594
89
$2.09M 0.25%
52,019
90
$2.07M 0.25%
22,522
+4,595
91
$1.98M 0.24%
42,840
+6,409
92
$1.95M 0.24%
3,336
+904
93
$1.87M 0.22%
+63,220
94
$1.86M 0.22%
+23,254
95
$1.85M 0.22%
63,957
+11,392
96
$1.82M 0.22%
165,592
+43,457
97
$1.81M 0.22%
+39,575
98
$1.79M 0.22%
36,645
+6,501
99
$1.78M 0.21%
+29,786
100
$1.78M 0.21%
19,954
+644
2 3
4
5 6