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
$1.54B
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$70M
2
+$16.2M
3
+$15.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$9.59M
5
KO icon
Coca-Cola
KO
+$7.68M

Top Sells

1
+$33.4M
2
+$30M
3
+$21.1M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$17.1M
5
MCD icon
McDonald's
MCD
+$7.23M

Sector Composition

1 Technology 25.57%
2 Healthcare 16.69%
3 Financials 12.27%
4 Consumer Discretionary 10.8%
5 Consumer Staples 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.33M 0.22%
113,485
102
$3.31M 0.21%
+40,035
103
$3.27M 0.21%
74,435
+23,613
104
$3.24M 0.21%
34,798
-802
105
$3.22M 0.21%
43,316
-22,825
106
$3.19M 0.21%
125,085
-20,283
107
$3.15M 0.2%
47,302
-1,090
108
$3.11M 0.2%
123,784
109
$3.08M 0.2%
30,002
110
$3.04M 0.2%
26,873
+605
111
$2.98M 0.19%
+30,535
112
$2.93M 0.19%
712,477
+171,720
113
$2.87M 0.19%
47,672
-18,904
114
$2.85M 0.18%
38,882
-36,765
115
$2.84M 0.18%
+34,976
116
$2.69M 0.17%
51,117
-5,648
117
$2.62M 0.17%
16,720
+3,278
118
$2.53M 0.16%
72,377
119
$2.49M 0.16%
11,847
+2,835
120
$2.47M 0.16%
14,978
121
$2.37M 0.15%
136,564
-73,216
122
$2.36M 0.15%
6,638
-5,883
123
$2.22M 0.14%
33,372
-46,517
124
$2.17M 0.14%
69,413
125
$2.13M 0.14%
+36,065
3 4
5
6 7