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
$995M
AUM Growth
-$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.6M
3
+$10.4M
4
PEP icon
PepsiCo
PEP
+$8.48M
5
CRM icon
Salesforce
CRM
+$7.98M

Top Sells

1
+$53.6M
2
+$23.7M
3
+$15.2M
4
USB icon
US Bancorp
USB
+$13.4M
5
ACN icon
Accenture
ACN
+$12M

Sector Composition

1 Technology 18.58%
2 Healthcare 14.74%
3 Consumer Discretionary 14.22%
4 Consumer Staples 11.33%
5 Communication Services 11.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.48M 0.35%
249,823
+40,982
77
$3.35M 0.34%
10,679
-8,281
78
$3.3M 0.33%
+4,785
79
$3.28M 0.33%
497,080
-573,600
80
$3.27M 0.33%
22,993
-3,487
81
$3.27M 0.33%
39,041
-17,133
82
$3.21M 0.32%
+48,116
83
$3.18M 0.32%
65,758
-8,266
84
$3.15M 0.32%
+69,369
85
$3.15M 0.32%
49,120
-15,350
86
$3.13M 0.31%
+17,032
87
$3.04M 0.31%
+123,853
88
$3.04M 0.31%
55,359
+12,922
89
$3M 0.3%
88,221
+18,195
90
$3M 0.3%
+43,759
91
$2.99M 0.3%
+19,801
92
$2.98M 0.3%
+19,596
93
$2.98M 0.3%
+67,913
94
$2.97M 0.3%
61,121
95
$2.9M 0.29%
+52,716
96
$2.88M 0.29%
40,240
+16,144
97
$2.88M 0.29%
24,256
-4,459
98
$2.82M 0.28%
14,908
-17,182
99
$2.75M 0.28%
+47,558
100
$2.75M 0.28%
19,902
-9,167
2 3
4
5 6