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
$1.7B
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$18.8M
3
+$17.3M
4
MSFT icon
Microsoft
MSFT
+$14.7M
5
DHR icon
Danaher
DHR
+$13.6M

Top Sells

1
+$12.5M
2
+$9M
3
+$8.4M
4
DPZ icon
Domino's
DPZ
+$8.07M
5
CAT icon
Caterpillar
CAT
+$8.06M

Sector Composition

1 Technology 23.84%
2 Consumer Discretionary 17.73%
3 Healthcare 10.91%
4 Financials 10.02%
5 Consumer Staples 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.97M 0.29%
56,273
+21,072
102
$4.86M 0.29%
112,728
+64,571
103
$4.85M 0.29%
32,062
104
$4.82M 0.28%
42,300
-10,815
105
$4.8M 0.28%
123,901
106
$4.79M 0.28%
+69,420
107
$4.76M 0.28%
51,123
108
$4.68M 0.28%
+17,596
109
$4.66M 0.27%
22,377
+1,446
110
$4.42M 0.26%
+503,415
111
$4.42M 0.26%
3,875
-446
112
$4.41M 0.26%
64,000
-4,741
113
$4.41M 0.26%
49,714
+312
114
$4.28M 0.25%
77,106
+1,578
115
$4.27M 0.25%
79,335
-8,721
116
$4.25M 0.25%
84,374
-8,212
117
$4.22M 0.25%
25,523
-54,354
118
$4.2M 0.25%
57,669
119
$4.19M 0.25%
10,204
-1,077
120
$4.16M 0.25%
28,675
+18,200
121
$4.12M 0.24%
70,444
+9,901
122
$4.06M 0.24%
107,300
-18,022
123
$4.04M 0.24%
31,082
+16,854
124
$4.02M 0.24%
51,258
125
$4.01M 0.24%
22,728
+124
3 4
5
6 7