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
$852M
AUM Growth
-$86.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$11.4M
3
+$10.6M
4
MDT icon
Medtronic
MDT
+$10.2M
5
HD icon
Home Depot
HD
+$9.81M

Top Sells

1
+$32.7M
2
+$26.3M
3
+$16.8M
4
BK icon
Bank of New York Mellon
BK
+$16.2M
5
BLK icon
Blackrock
BLK
+$13.1M

Sector Composition

1 Financials 16.46%
2 Consumer Staples 12.67%
3 Consumer Discretionary 11.85%
4 Healthcare 9.22%
5 Technology 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-78,098
102
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-114,792
103
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-165,089
104
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-209,842
105
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-40,367
106
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-78,008
107
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-530,991
108
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-235,920
109
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-154,960
110
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-94,409
111
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-57,866
112
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-260,899
113
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-259,992
114
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-102,449
115
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-165,709
116
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-385,961
117
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-439,546
118
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-48,622
119
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-74,701
120
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-222,667
1 2 3 4
5