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
$1.7B
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$18.8M
3
+$17.3M
4
MSFT icon
Microsoft
MSFT
+$14.7M
5
DHR icon
Danaher
DHR
+$13.6M

Top Sells

1
+$12.5M
2
+$9M
3
+$8.4M
4
DPZ icon
Domino's
DPZ
+$8.07M
5
CAT icon
Caterpillar
CAT
+$8.06M

Sector Composition

1 Technology 23.84%
2 Consumer Discretionary 17.73%
3 Healthcare 10.91%
4 Financials 10.02%
5 Consumer Staples 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.98M 0.23%
79,295
+7,629
127
$3.94M 0.23%
17,531
-27,699
128
$3.93M 0.23%
17,012
-12,607
129
$3.9M 0.23%
+29,578
130
$3.89M 0.23%
40,855
131
$3.88M 0.23%
+41,475
132
$3.85M 0.23%
+51,815
133
$3.84M 0.23%
+56,363
134
$3.83M 0.23%
39,976
-4,009
135
$3.82M 0.22%
69,463
+12,555
136
$3.77M 0.22%
+34,771
137
$3.7M 0.22%
27,945
+3,962
138
$3.69M 0.22%
8,568
+322
139
$3.65M 0.22%
31,136
-5,207
140
$3.65M 0.21%
36,524
+8,933
141
$3.63M 0.21%
72,859
-19,579
142
$3.5M 0.21%
11,448
-3,007
143
$3.47M 0.2%
116,735
144
$3.46M 0.2%
39,735
+3,510
145
$3.44M 0.2%
122,435
146
$3.42M 0.2%
35,025
+21,139
147
$3.25M 0.19%
+84,632
148
$3.23M 0.19%
+72,144
149
$3.14M 0.18%
+127,527
150
$3.12M 0.18%
110,852
+76,688
4 5
6
7 8