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
$1.7B
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$18.8M
3
+$17.3M
4
MSFT icon
Microsoft
MSFT
+$14.7M
5
DHR icon
Danaher
DHR
+$13.6M

Top Sells

1
+$12.5M
2
+$9M
3
+$8.4M
4
DPZ icon
Domino's
DPZ
+$8.07M
5
CAT icon
Caterpillar
CAT
+$8.06M

Sector Composition

1 Technology 23.84%
2 Consumer Discretionary 17.73%
3 Healthcare 10.91%
4 Financials 10.02%
5 Consumer Staples 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.27M 0.37%
109,759
+91,488
77
$6.25M 0.37%
+50,560
78
$6.25M 0.37%
16,306
-21,045
79
$6.16M 0.36%
95,212
-6,040
80
$6.12M 0.36%
+1,501
81
$6.04M 0.36%
15,900
+8,464
82
$5.99M 0.35%
22,726
+20,262
83
$5.81M 0.34%
8,780
84
$5.57M 0.33%
16,944
-25,566
85
$5.54M 0.33%
23,460
+20,988
86
$5.48M 0.32%
+21,129
87
$5.45M 0.32%
19,188
-9,691
88
$5.43M 0.32%
38,903
-14,556
89
$5.37M 0.32%
+316,779
90
$5.32M 0.31%
+10,640
91
$5.2M 0.31%
66,931
+12,531
92
$5.18M 0.31%
34,953
-14,938
93
$5.16M 0.3%
75,539
+12,886
94
$5.15M 0.3%
2,312
-361
95
$5.14M 0.3%
23,112
-25,117
96
$5.1M 0.3%
23,603
-72
97
$5.06M 0.3%
+58,684
98
$5.03M 0.3%
166,740
-139,650
99
$5.03M 0.3%
+104,943
100
$5.01M 0.29%
72,230
2 3
4
5 6