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
$1.14B
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$14.8M
3
+$11.6M
4
CTAS icon
Cintas
CTAS
+$10.2M
5
PEP icon
PepsiCo
PEP
+$8.49M

Top Sells

1
+$14.9M
2
+$11M
3
+$10.3M
4
V icon
Visa
V
+$10.1M
5
EBAY icon
eBay
EBAY
+$8.83M

Sector Composition

1 Technology 17.23%
2 Healthcare 14.96%
3 Consumer Discretionary 14.55%
4 Financials 13.51%
5 Communication Services 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.36M 0.21%
385,649
-46,811
127
$2.32M 0.2%
36,132
+7,977
128
$2.25M 0.2%
195,580
+111,180
129
$2.21M 0.19%
+47,802
130
$2.2M 0.19%
52,052
-3,790
131
$2.17M 0.19%
20,453
+8,176
132
$2.13M 0.19%
25,969
-32,747
133
$2.13M 0.19%
38,877
-27,131
134
$2.07M 0.18%
+28,540
135
$2.03M 0.18%
218,029
-1,738
136
$2.01M 0.18%
+10,960
137
$2M 0.17%
15,041
-551
138
$1.99M 0.17%
23,190
-2,130
139
$1.92M 0.17%
63,036
+6,165
140
$1.89M 0.17%
88,347
+16,706
141
$1.86M 0.16%
+37,252
142
$1.8M 0.16%
147,972
+53,761
143
$1.8M 0.16%
+27,357
144
$1.76M 0.15%
+38,056
145
$1.76M 0.15%
135,073
+2,685
146
$1.75M 0.15%
+5,434
147
$1.71M 0.15%
+24,592
148
$1.7M 0.15%
119,713
-81,240
149
$1.7M 0.15%
39,630
+10,503
150
$1.61M 0.14%
+26,167
4 5
6
7 8