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
$995M
AUM Growth
-$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.6M
3
+$10.4M
4
PEP icon
PepsiCo
PEP
+$8.48M
5
CRM icon
Salesforce
CRM
+$7.98M

Top Sells

1
+$53.6M
2
+$23.7M
3
+$15.2M
4
USB icon
US Bancorp
USB
+$13.4M
5
ACN icon
Accenture
ACN
+$12M

Sector Composition

1 Technology 18.58%
2 Healthcare 14.74%
3 Consumer Discretionary 14.22%
4 Consumer Staples 11.33%
5 Communication Services 11.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.95M 0.2%
12,217
127
$1.9M 0.19%
117,448
+12,183
128
$1.89M 0.19%
17,464
-49,397
129
$1.79M 0.18%
+21,805
130
$1.77M 0.18%
32,536
131
$1.71M 0.17%
21,422
-12,286
132
$1.7M 0.17%
+23,641
133
$1.7M 0.17%
+81,746
134
$1.69M 0.17%
+10,213
135
$1.68M 0.17%
+108,593
136
$1.64M 0.17%
18,365
+5,161
137
$1.64M 0.16%
58,678
+25,137
138
$1.63M 0.16%
+84,013
139
$1.61M 0.16%
+67,130
140
$1.58M 0.16%
+30,212
141
$1.53M 0.15%
33,581
-24,105
142
$1.36M 0.14%
5,736
143
$1.32M 0.13%
+15,691
144
$1.3M 0.13%
7,909
+61
145
$1.3M 0.13%
12,654
+2,751
146
$1.3M 0.13%
9,091
147
$1.28M 0.13%
25,368
+2,458
148
$1.15M 0.12%
+18,244
149
$1.01M 0.1%
11,015
+382
150
$933K 0.09%
+90,019
4 5
6
7 8