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
$1.54B
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$70M
2
+$16.2M
3
+$15.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$9.59M
5
KO icon
Coca-Cola
KO
+$7.68M

Top Sells

1
+$33.4M
2
+$30M
3
+$21.1M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$17.1M
5
MCD icon
McDonald's
MCD
+$7.23M

Sector Composition

1 Technology 25.57%
2 Healthcare 16.69%
3 Financials 12.27%
4 Consumer Discretionary 10.8%
5 Consumer Staples 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.33M 0.41%
61,981
+9,258
77
$6.09M 0.39%
17,628
+4,121
78
$6.04M 0.39%
60,349
-1,391
79
$5.71M 0.37%
264,822
+28,859
80
$5.7M 0.37%
28,648
-660
81
$5.69M 0.37%
21,572
+5,875
82
$5.61M 0.36%
25,194
83
$5.44M 0.35%
21,290
+2,485
84
$5.2M 0.34%
39,689
85
$4.63M 0.3%
101,291
+63,696
86
$4.54M 0.29%
104,923
+5,190
87
$4.2M 0.27%
332,942
-57,414
88
$4.15M 0.27%
65,429
+9,091
89
$4.11M 0.27%
+16,990
90
$4.06M 0.26%
29,332
-4,218
91
$3.97M 0.26%
58,573
-22,791
92
$3.86M 0.25%
24,513
+548
93
$3.83M 0.25%
24,781
-3,420
94
$3.81M 0.25%
11,700
95
$3.77M 0.24%
34,239
-5,093
96
$3.65M 0.24%
9,135
+3,016
97
$3.64M 0.24%
41,107
+31,534
98
$3.62M 0.23%
51,883
99
$3.57M 0.23%
28,090
100
$3.55M 0.23%
41,595
-22,745
2 3
4
5 6