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
$1.17B
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$12.3M
3
+$11.9M
4
KHC icon
Kraft Heinz
KHC
+$11.4M
5
INTC icon
Intel
INTC
+$11.2M

Top Sells

1
+$11.6M
2
+$11.5M
3
+$10.7M
4
AAPL icon
Apple
AAPL
+$10.6M
5
DG icon
Dollar General
DG
+$9.93M

Sector Composition

1 Financials 10.86%
2 Technology 8.34%
3 Consumer Discretionary 8.11%
4 Consumer Staples 6.71%
5 Communication Services 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.48M 0.21%
+90,378
102
$2.47M 0.21%
+47,024
103
$2.45M 0.21%
+92,162
104
$2.45M 0.21%
34,568
-17,592
105
$2.45M 0.21%
19,108
+1,402
106
$2.44M 0.21%
+32,687
107
$2.43M 0.21%
+49,648
108
$2.42M 0.21%
+27,641
109
$2.41M 0.21%
17,191
-1,967
110
$2.4M 0.2%
+44,837
111
$2.39M 0.2%
+58,613
112
$2.38M 0.2%
+184,417
113
$2.37M 0.2%
65,024
114
$2.33M 0.2%
+31,269
115
$2.33M 0.2%
46,359
-3,679
116
$2.29M 0.2%
63,927
-6,962
117
$2.26M 0.19%
79,316
-20,773
118
$2.24M 0.19%
+52,433
119
$2.06M 0.18%
+32,352
120
$1.96M 0.17%
34,741
-2,891
121
$1.78M 0.15%
+70,011
122
$1.77M 0.15%
+54,847
123
$1.77M 0.15%
+37,116
124
$1.77M 0.15%
65,709
-22,508
125
$1.75M 0.15%
+340,431
3 4
5
6 7