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
$1.43B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.4M
3
+$11.6M
4
AMZN icon
Amazon
AMZN
+$11.4M
5
PYPL icon
PayPal
PYPL
+$10.5M

Top Sells

1
+$13.7M
2
+$10.6M
3
+$9.86M
4
CL icon
Colgate-Palmolive
CL
+$9.62M
5
META icon
Meta Platforms (Facebook)
META
+$9.52M

Sector Composition

1 Technology 21.99%
2 Consumer Discretionary 18.71%
3 Healthcare 11.79%
4 Financials 9.83%
5 Consumer Staples 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.32M 0.23%
12,075
+4,948
127
$3.28M 0.23%
23,983
+9,388
128
$3.27M 0.23%
116,735
129
$3.26M 0.23%
125,322
+20,655
130
$3.26M 0.23%
8,246
-4,642
131
$3.14M 0.22%
56,908
-5,446
132
$3.11M 0.22%
36,343
133
$3.07M 0.21%
+27,591
134
$3.06M 0.21%
35,201
+8,423
135
$3.06M 0.21%
9,820
+3,373
136
$3.01M 0.21%
39,011
-124,632
137
$3.01M 0.21%
36,225
138
$3M 0.21%
+23,675
139
$2.95M 0.21%
141,700
140
$2.89M 0.2%
+54,657
141
$2.83M 0.2%
9,077
+1,167
142
$2.82M 0.2%
34,449
-61,295
143
$2.82M 0.2%
56,380
+12,220
144
$2.73M 0.19%
88,056
145
$2.73M 0.19%
46,394
+18,945
146
$2.7M 0.19%
53,141
+19,101
147
$2.58M 0.18%
29,450
-107,521
148
$2.55M 0.18%
+57,534
149
$2.52M 0.18%
46,992
+34,233
150
$2.49M 0.17%
51,962
4 5
6
7 8