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
$1.14B
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$14.8M
3
+$11.6M
4
CTAS icon
Cintas
CTAS
+$10.2M
5
PEP icon
PepsiCo
PEP
+$8.49M

Top Sells

1
+$14.9M
2
+$11M
3
+$10.3M
4
V icon
Visa
V
+$10.1M
5
EBAY icon
eBay
EBAY
+$8.83M

Sector Composition

1 Technology 17.23%
2 Healthcare 14.96%
3 Consumer Discretionary 14.55%
4 Financials 13.51%
5 Communication Services 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.27M 0.29%
23,277
+4,629
102
$3.26M 0.29%
11,566
-14,095
103
$3.26M 0.28%
+93,339
104
$3.22M 0.28%
27,370
-33,840
105
$3.19M 0.28%
+44,107
106
$2.81M 0.25%
15,370
-9,175
107
$2.81M 0.25%
+55,547
108
$2.75M 0.24%
+12,248
109
$2.68M 0.23%
53,047
-1,665
110
$2.68M 0.23%
+69,091
111
$2.64M 0.23%
+91,285
112
$2.63M 0.23%
+19,143
113
$2.63M 0.23%
+87,450
114
$2.62M 0.23%
+7,319
115
$2.62M 0.23%
49,686
-209,068
116
$2.6M 0.23%
2,367
+775
117
$2.6M 0.23%
21,263
+4,977
118
$2.59M 0.23%
25,869
-27,453
119
$2.58M 0.23%
+41,997
120
$2.55M 0.22%
+68,152
121
$2.54M 0.22%
25,300
-1,097
122
$2.5M 0.22%
85,164
+23,472
123
$2.48M 0.22%
48,455
-2,895
124
$2.42M 0.21%
31,174
-58,142
125
$2.37M 0.21%
+214,897
3 4
5
6 7