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
$1.22B
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$11.3M
3
+$11.1M
4
GIS icon
General Mills
GIS
+$10.5M
5
ROST icon
Ross Stores
ROST
+$10.3M

Top Sells

1
+$15M
2
+$14.4M
3
+$13.2M
4
CSX icon
CSX Corp
CSX
+$12.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$11.9M

Sector Composition

1 Financials 11%
2 Consumer Discretionary 10.4%
3 Technology 8.95%
4 Healthcare 6.11%
5 Consumer Staples 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.56M 0.21%
33,958
+2,689
102
$2.55M 0.21%
185,309
-69,516
103
$2.47M 0.2%
18,863
-245
104
$2.41M 0.2%
64,592
+5,979
105
$2.36M 0.19%
99,325
+20,009
106
$2.36M 0.19%
+57,124
107
$2.35M 0.19%
201,445
-69,453
108
$2.2M 0.18%
65,024
109
$2.17M 0.18%
84,073
+14,062
110
$2.08M 0.17%
+31,033
111
$2.04M 0.17%
+69,785
112
$1.97M 0.16%
+84,629
113
$1.96M 0.16%
+23,947
114
$1.96M 0.16%
24,184
-3,457
115
$1.94M 0.16%
+23,906
116
$1.94M 0.16%
15,573
-95,391
117
$1.93M 0.16%
53,452
-1,395
118
$1.93M 0.16%
+67,988
119
$1.79M 0.15%
43,919
-1,699
120
$1.77M 0.15%
20,321
-21,462
121
$1.73M 0.14%
40,025
+2,909
122
$1.72M 0.14%
285,459
-54,972
123
$1.68M 0.14%
20,265
+591
124
$1.6M 0.13%
113,812
+18,292
125
$1.58M 0.13%
+19,322
3 4
5
6 7