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
$995M
AUM Growth
-$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.6M
3
+$10.4M
4
PEP icon
PepsiCo
PEP
+$8.48M
5
CRM icon
Salesforce
CRM
+$7.98M

Top Sells

1
+$53.6M
2
+$23.7M
3
+$15.2M
4
USB icon
US Bancorp
USB
+$13.4M
5
ACN icon
Accenture
ACN
+$12M

Sector Composition

1 Technology 18.58%
2 Healthcare 14.74%
3 Consumer Discretionary 14.22%
4 Consumer Staples 11.33%
5 Communication Services 11.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.71M 0.27%
62,500
+14,840
102
$2.64M 0.27%
38,482
-4,099
103
$2.62M 0.26%
9,067
-1,712
104
$2.59M 0.26%
24,852
+3,233
105
$2.58M 0.26%
219,016
106
$2.56M 0.26%
188,613
-16,101
107
$2.49M 0.25%
63,426
-77,752
108
$2.46M 0.25%
807,717
+449,876
109
$2.42M 0.24%
8,433
-9,102
110
$2.42M 0.24%
23,346
111
$2.41M 0.24%
+35,856
112
$2.41M 0.24%
+24,715
113
$2.4M 0.24%
+11,331
114
$2.39M 0.24%
13,280
-6,534
115
$2.39M 0.24%
32,975
+6,475
116
$2.37M 0.24%
56,273
-7,310
117
$2.33M 0.23%
109,239
+41,632
118
$2.33M 0.23%
24,301
+6,478
119
$2.32M 0.23%
41,161
+11,540
120
$2.28M 0.23%
16,431
-5,038
121
$2.28M 0.23%
120,262
+33,460
122
$2.21M 0.22%
16,828
-10,279
123
$2.13M 0.21%
95,208
+44,898
124
$2.09M 0.21%
23,253
-6,000
125
$2.08M 0.21%
+31,574
3 4
5
6 7