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
$894M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$17.9M
3
+$13.6M
4
KDP icon
Keurig Dr Pepper
KDP
+$11.7M
5
META icon
Meta Platforms (Facebook)
META
+$9.84M

Top Sells

1
+$35.7M
2
+$24.2M
3
+$24M
4
HAIN icon
Hain Celestial
HAIN
+$22.4M
5
MLM icon
Martin Marietta Materials
MLM
+$18.1M

Sector Composition

1 Financials 12.03%
2 Communication Services 9.16%
3 Consumer Staples 9.16%
4 Consumer Discretionary 6.3%
5 Technology 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-72,525
102
– –
-121,119
103
– –
-134,683
104
– –
-368,957
105
– –
-106,059
106
– –
-171,190
107
– –
-33,375
1 2 3 4
5