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
$1.23B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$12.2M
3
+$11.7M
4
MCD icon
McDonald's
MCD
+$9.95M
5
ORLY icon
O'Reilly Automotive
ORLY
+$9.37M

Top Sells

1
+$19M
2
+$12.4M
3
+$11.1M
4
AAPL icon
Apple
AAPL
+$10.9M
5
COST icon
Costco
COST
+$8.87M

Sector Composition

1 Technology 19.69%
2 Consumer Discretionary 15.53%
3 Healthcare 12.59%
4 Consumer Staples 11.87%
5 Financials 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.16M 0.26%
+10,239
102
$3.13M 0.25%
+62,354
103
$3.11M 0.25%
40,855
-7,261
104
$3.09M 0.25%
15,563
-1,469
105
$3.07M 0.25%
+36,051
106
$3.04M 0.25%
30,048
-5,808
107
$3.04M 0.25%
14,121
-5,680
108
$3.02M 0.24%
61,356
+51,910
109
$3M 0.24%
88,056
-3,977
110
$2.98M 0.24%
+74,566
111
$2.96M 0.24%
8,876
-191
112
$2.96M 0.24%
63,426
113
$2.94M 0.24%
+47,346
114
$2.89M 0.23%
25,918
+2,277
115
$2.88M 0.23%
33,590
-15,530
116
$2.88M 0.23%
+36,343
117
$2.85M 0.23%
18,051
-1,851
118
$2.82M 0.23%
36,225
-2,257
119
$2.81M 0.23%
+141,700
120
$2.73M 0.22%
188,613
121
$2.68M 0.22%
+144,057
122
$2.58M 0.21%
+102,049
123
$2.57M 0.21%
18,290
+1,462
124
$2.48M 0.2%
+93,920
125
$2.43M 0.2%
23,346
3 4
5
6 7