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
$1.23B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$12.2M
3
+$11.7M
4
MCD icon
McDonald's
MCD
+$9.95M
5
ORLY icon
O'Reilly Automotive
ORLY
+$9.37M

Top Sells

1
+$19M
2
+$12.4M
3
+$11.1M
4
AAPL icon
Apple
AAPL
+$10.9M
5
COST icon
Costco
COST
+$8.87M

Sector Composition

1 Technology 19.69%
2 Consumer Discretionary 15.53%
3 Healthcare 12.59%
4 Consumer Staples 11.87%
5 Financials 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.06M 0.33%
33,890
-52,656
77
$4.02M 0.33%
22,993
78
$4.01M 0.33%
34,661
+17,197
79
$3.99M 0.32%
+37,197
80
$3.97M 0.32%
+30,516
81
$3.96M 0.32%
+91,740
82
$3.95M 0.32%
81,770
-6,451
83
$3.93M 0.32%
+123,190
84
$3.92M 0.32%
2,465
-223
85
$3.7M 0.3%
243,948
-5,875
86
$3.69M 0.3%
21,021
-7,023
87
$3.63M 0.29%
65,758
88
$3.51M 0.28%
51,258
+33,014
89
$3.48M 0.28%
4,321
-464
90
$3.48M 0.28%
+23,491
91
$3.43M 0.28%
56,547
-4,574
92
$3.42M 0.28%
21,834
+18,346
93
$3.41M 0.28%
+44,093
94
$3.37M 0.27%
39,133
-4,142
95
$3.31M 0.27%
81,205
+65,674
96
$3.3M 0.27%
26,725
+2,010
97
$3.26M 0.26%
36,865
-15,523
98
$3.26M 0.26%
57,669
-10,244
99
$3.22M 0.26%
+15,847
100
$3.21M 0.26%
116,735
+7,496
2 3
4
5 6