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
$1.14B
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$14.8M
3
+$11.6M
4
CTAS icon
Cintas
CTAS
+$10.2M
5
PEP icon
PepsiCo
PEP
+$8.49M

Top Sells

1
+$14.9M
2
+$11M
3
+$10.3M
4
V icon
Visa
V
+$10.1M
5
EBAY icon
eBay
EBAY
+$8.83M

Sector Composition

1 Technology 17.23%
2 Healthcare 14.96%
3 Consumer Discretionary 14.55%
4 Financials 13.51%
5 Communication Services 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.43M 0.39%
+90,079
77
$4.37M 0.38%
+22,112
78
$4.36M 0.38%
76,491
+18
79
$4.36M 0.38%
151,370
+13,230
80
$4.31M 0.38%
28,380
-27,188
81
$4.29M 0.37%
+168,146
82
$4.28M 0.37%
31,195
-16,116
83
$4.27M 0.37%
57,126
+8,810
84
$4.17M 0.36%
+284,600
85
$4.08M 0.36%
+23,964
86
$4.06M 0.35%
57,993
+735
87
$4.05M 0.35%
20,342
-5,394
88
$3.98M 0.35%
48,583
-3,099
89
$3.93M 0.34%
111,033
+58,334
90
$3.92M 0.34%
180,250
-3,935
91
$3.79M 0.33%
34,167
-4,120
92
$3.71M 0.32%
+62,042
93
$3.63M 0.32%
216,689
+18,207
94
$3.62M 0.32%
+29,076
95
$3.54M 0.31%
+27,494
96
$3.46M 0.3%
+292,675
97
$3.45M 0.3%
16,014
+396
98
$3.4M 0.3%
20,563
+7,618
99
$3.31M 0.29%
215,095
+28,145
100
$3.28M 0.29%
+41,049
2 3
4
5 6