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
$2.11B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$14.3M
3
+$13.6M
4
PSA icon
Public Storage
PSA
+$12.9M
5
PFE icon
Pfizer
PFE
+$12.9M

Top Sells

1
+$14.5M
2
+$11.9M
3
+$11.7M
4
TSCO icon
Tractor Supply
TSCO
+$10.9M
5
DPZ icon
Domino's
DPZ
+$9.7M

Sector Composition

1 Technology 24.36%
2 Consumer Discretionary 14.05%
3 Financials 13.75%
4 Healthcare 11.91%
5 Communication Services 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.53M 0.4%
+144,076
77
$8.51M 0.4%
+145,283
78
$8.49M 0.4%
40,914
-22,509
79
$8.36M 0.4%
32,353
+31,271
80
$7.41M 0.35%
+71,802
81
$7.25M 0.34%
29,410
+4,640
82
$7.18M 0.34%
15,491
+13,726
83
$6.84M 0.32%
39,347
-1,053
84
$6.69M 0.32%
10,596
-44
85
$6.68M 0.32%
+100,702
86
$6.61M 0.31%
39,606
-1,036
87
$6.45M 0.3%
73,915
+4,469
88
$6.43M 0.3%
+97,983
89
$6.42M 0.3%
3,784
+89
90
$6.27M 0.3%
2,990
-405
91
$6.22M 0.29%
7,351
-6,091
92
$6.18M 0.29%
+36,558
93
$6.17M 0.29%
55,712
-2,080
94
$6.12M 0.29%
22,873
-7,660
95
$6.09M 0.29%
30,954
-1,156
96
$6.03M 0.29%
+100,436
97
$5.95M 0.28%
104,113
-13,993
98
$5.92M 0.28%
87,597
-269
99
$5.9M 0.28%
75,130
-415
100
$5.9M 0.28%
38,065
+7,581
2 3
4
5 6