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
$1.17B
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$12.3M
3
+$11.9M
4
KHC icon
Kraft Heinz
KHC
+$11.4M
5
INTC icon
Intel
INTC
+$11.2M

Top Sells

1
+$11.6M
2
+$11.5M
3
+$10.7M
4
AAPL icon
Apple
AAPL
+$10.6M
5
DG icon
Dollar General
DG
+$9.93M

Sector Composition

1 Financials 10.86%
2 Technology 8.34%
3 Consumer Discretionary 8.11%
4 Consumer Staples 6.71%
5 Communication Services 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.74M 0.15%
+30,256
127
$1.71M 0.15%
+20,413
128
$1.71M 0.15%
+49,280
129
$1.69M 0.14%
52,785
+9,085
130
$1.68M 0.14%
+45,618
131
$1.68M 0.14%
+25,548
132
$1.63M 0.14%
+19,674
133
$1.45M 0.12%
+95,520
134
$1.44M 0.12%
36,420
135
$975K 0.08%
65,700
-177,383
136
$850K 0.07%
2,996
-2,310
137
$779K 0.07%
18,483
-18,483
138
$383K 0.03%
26,895
139
– –
-78,033
140
– –
-30,413
141
– –
-39,713
142
– –
-9,758
143
– –
-141,831
144
– –
-49,238
145
– –
-51,295
146
– –
-52,468
147
– –
-68,372
148
– –
-147,830
149
– –
-22,506
150
– –
-17,996
3 4 5
6
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