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
$1.43B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.4M
3
+$11.6M
4
AMZN icon
Amazon
AMZN
+$11.4M
5
PYPL icon
PayPal
PYPL
+$10.5M

Top Sells

1
+$13.7M
2
+$10.6M
3
+$9.86M
4
CL icon
Colgate-Palmolive
CL
+$9.62M
5
META icon
Meta Platforms (Facebook)
META
+$9.52M

Sector Composition

1 Technology 21.99%
2 Consumer Discretionary 18.71%
3 Healthcare 11.79%
4 Financials 9.83%
5 Consumer Staples 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.95M 0.28%
+27,621
102
$3.73M 0.26%
71,666
-11,021
103
$3.72M 0.26%
36,865
104
$3.71M 0.26%
51,258
105
$3.7M 0.26%
40,855
106
$3.69M 0.26%
123,190
107
$3.69M 0.26%
+60,010
108
$3.67M 0.26%
60,543
+13,197
109
$3.57M 0.25%
+123,901
110
$3.56M 0.25%
22,604
-11,286
111
$3.55M 0.25%
75,528
-5,677
112
$3.55M 0.25%
20,931
-27,967
113
$3.51M 0.25%
122,435
+28,515
114
$3.49M 0.24%
57,669
115
$3.49M 0.24%
62,653
-51,150
116
$3.43M 0.24%
36,588
-7,505
117
$3.43M 0.24%
10,239
118
$3.36M 0.23%
+15,215
119
$3.35M 0.23%
+84,458
120
$3.35M 0.23%
54,400
+23,192
121
$3.34M 0.23%
49,402
-7,145
122
$3.34M 0.23%
14,455
-4,473
123
$3.34M 0.23%
+16,026
124
$3.34M 0.23%
+54,374
125
$3.33M 0.23%
32,348
+2,300
3 4
5
6 7