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
$830M
AUM Growth
-$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$12.8M
3
+$12.6M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$8.91M
5
AMT icon
American Tower
AMT
+$8.71M

Top Sells

1
+$202M
2
+$201M
3
+$10.2M
4
BKNG icon
Booking.com
BKNG
+$9.7M
5
SBUX icon
Starbucks
SBUX
+$8.87M

Sector Composition

1 Financials 14.37%
2 Technology 14.32%
3 Consumer Discretionary 13.47%
4 Healthcare 11.45%
5 Communication Services 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.77M 0.21%
36,420
102
$1.75M 0.21%
40,172
+5,110
103
$1.72M 0.21%
+30,231
104
$1.71M 0.21%
11,862
+2,707
105
$1.7M 0.2%
60,333
+14,063
106
$1.62M 0.2%
8,778
+2,034
107
$1.6M 0.19%
+33,117
108
$1.59M 0.19%
+36,563
109
$1.58M 0.19%
+63,992
110
$1.55M 0.19%
+45,952
111
$1.55M 0.19%
56,183
-109,494
112
$1.53M 0.18%
+82,870
113
$1.53M 0.18%
71,118
+13,108
114
$1.52M 0.18%
13,955
+1,528
115
$1.52M 0.18%
+230,649
116
$1.51M 0.18%
54,023
+14,540
117
$1.49M 0.18%
11,430
-1,442
118
$1.47M 0.18%
51,816
+6,144
119
$1.45M 0.18%
45,545
+9,380
120
$1.21M 0.15%
5,089
-12,997
121
$917K 0.11%
+16,360
122
$856K 0.1%
16,453
-23,685
123
$782K 0.09%
9,539
-1,734
124
$766K 0.09%
12,916
-6,684
125
$746K 0.09%
5,522
-4,505
3 4
5
6 7