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
$1.43B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.4M
3
+$11.6M
4
AMZN icon
Amazon
AMZN
+$11.4M
5
PYPL icon
PayPal
PYPL
+$10.5M

Top Sells

1
+$13.7M
2
+$10.6M
3
+$9.86M
4
CL icon
Colgate-Palmolive
CL
+$9.62M
5
META icon
Meta Platforms (Facebook)
META
+$9.52M

Sector Composition

1 Technology 21.99%
2 Consumer Discretionary 18.71%
3 Healthcare 11.79%
4 Financials 9.83%
5 Consumer Staples 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.2M 0.36%
68,741
-71,849
77
$5.09M 0.36%
+28,756
78
$5.09M 0.36%
138,816
+119,754
79
$5M 0.35%
44,164
+4,630
80
$4.79M 0.33%
92,438
+65,171
81
$4.71M 0.33%
+21,464
82
$4.67M 0.33%
11,281
+638
83
$4.67M 0.33%
+33,443
84
$4.6M 0.32%
+38,492
85
$4.57M 0.32%
2,673
+208
86
$4.54M 0.32%
18,855
+4,734
87
$4.5M 0.31%
21,021
88
$4.47M 0.31%
+15,892
89
$4.46M 0.31%
+116,518
90
$4.45M 0.31%
+88,038
91
$4.4M 0.31%
+72,230
92
$4.33M 0.3%
113,341
-35,948
93
$4.31M 0.3%
+33,061
94
$4.3M 0.3%
92,586
+18,020
95
$4.17M 0.29%
4,321
96
$4.14M 0.29%
+16,307
97
$4.14M 0.29%
+135,130
98
$4.11M 0.29%
32,062
+5,337
99
$4.08M 0.29%
+51,123
100
$4M 0.28%
43,985
+10,395
2 3
4
5 6