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
$1.23B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$12.2M
3
+$11.7M
4
MCD icon
McDonald's
MCD
+$9.95M
5
ORLY icon
O'Reilly Automotive
ORLY
+$9.37M

Top Sells

1
+$19M
2
+$12.4M
3
+$11.1M
4
AAPL icon
Apple
AAPL
+$10.9M
5
COST icon
Costco
COST
+$8.87M

Sector Composition

1 Technology 19.69%
2 Consumer Discretionary 15.53%
3 Healthcare 12.59%
4 Consumer Staples 11.87%
5 Financials 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.42M 0.2%
+51,962
127
$2.36M 0.19%
+104,667
128
$2.32M 0.19%
8,682
-3,912
129
$2.3M 0.19%
134,240
+16,792
130
$2.3M 0.19%
+99,854
131
$2.29M 0.19%
+18,969
132
$2.24M 0.18%
+99,385
133
$2.23M 0.18%
+78,224
134
$2.23M 0.18%
14,930
+2,276
135
$2.21M 0.18%
+7,910
136
$2.11M 0.17%
+62,119
137
$2.1M 0.17%
+32,269
138
$2.07M 0.17%
23,174
-9,801
139
$2.06M 0.17%
92,245
+10,499
140
$2.06M 0.17%
66,187
+7,509
141
$2.05M 0.17%
+211,889
142
$2.05M 0.17%
+111,418
143
$2.05M 0.17%
+46,206
144
$2.03M 0.16%
10,464
+251
145
$2.03M 0.16%
7,127
-4,204
146
$2.03M 0.16%
14,595
-6,827
147
$2.02M 0.16%
+7,903
148
$2.02M 0.16%
39,529
-217,729
149
$2.02M 0.16%
34,040
-18,676
150
$2.01M 0.16%
24,471
-16,690
4 5
6
7 8