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
$2.11B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$14.3M
3
+$13.6M
4
PSA icon
Public Storage
PSA
+$12.9M
5
PFE icon
Pfizer
PFE
+$12.9M

Top Sells

1
+$14.5M
2
+$11.9M
3
+$11.7M
4
TSCO icon
Tractor Supply
TSCO
+$10.9M
5
DPZ icon
Domino's
DPZ
+$9.7M

Sector Composition

1 Technology 24.36%
2 Consumer Discretionary 14.05%
3 Financials 13.75%
4 Healthcare 11.91%
5 Communication Services 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.89M 0.28%
+23,329
102
$5.8M 0.27%
+23,011
103
$5.68M 0.27%
11,559
-6,028
104
$5.67M 0.27%
+20,759
105
$5.58M 0.26%
8,229
-13,760
106
$5.57M 0.26%
281,211
-24,567
107
$5.5M 0.26%
133,506
-3,418
108
$5.37M 0.25%
33,604
-906
109
$5.33M 0.25%
39,661
-1,017
110
$5.32M 0.25%
+31,971
111
$5.31M 0.25%
+57,728
112
$5.29M 0.25%
+9,861
113
$5.24M 0.25%
7,953
-9,468
114
$5.2M 0.25%
25,132
-648
115
$5.18M 0.25%
88,163
-1,436
116
$5.17M 0.24%
13,198
+1,586
117
$5.16M 0.24%
+248,590
118
$4.88M 0.23%
22,383
-18,081
119
$4.8M 0.23%
+16,118
120
$4.76M 0.23%
20,275
+240
121
$4.74M 0.22%
47,248
+18,859
122
$4.58M 0.22%
81,613
-18,842
123
$4.57M 0.22%
55,191
-2,060
124
$4.3M 0.2%
28,903
-775
125
$4.28M 0.2%
12,472
-317
3 4
5
6 7