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
$2.11B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1 +$15.8M
2 +$14.3M
3 +$13.6M
4
PSA icon
Public Storage
PSA
+$12.9M
5
PFE icon
Pfizer
PFE
+$12.9M

Top Sells

1 +$14.5M
2 +$11.9M
3 +$11.7M
4
TSCO icon
Tractor Supply
TSCO
+$10.9M
5
DPZ icon
Domino's
DPZ
+$9.7M

Sector Composition

1 Technology 24.36%
2 Consumer Discretionary 14.05%
3 Financials 13.75%
4 Healthcare 11.91%
5 Communication Services 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$4.27M 0.2%
+35,694
127
$4.13M 0.2%
+50,436
128
$4.09M 0.19%
104,014
+28,676
129
$4.01M 0.19%
124,967
-38,863
130
$3.8M 0.18%
+27,850
131
$3.78M 0.18%
27,735
+13,435
132
$3.69M 0.17%
26,290
-6,013
133
$3.64M 0.17%
23,418
-2,491
134
$3.63M 0.17%
+17,147
135
$3.59M 0.17%
96,697
+61,757
136
$3.56M 0.17%
7,501
-3,903
137
$3.52M 0.17%
+17,202
138
$3.49M 0.16%
17,730
-9,434
139
$3.44M 0.16%
50,360
-7,469
140
$3.42M 0.16%
48,876
-1,332
141
$3.38M 0.16%
47,682
+33,051
142
$3.35M 0.16%
45,754
-1,216
143
$3.29M 0.16%
20,189
-4,056
144
$3.27M 0.15%
119,098
-3,061
145
$3.18M 0.15%
20,481
+263
146
$3.1M 0.15%
+17,424
147
$3.05M 0.14%
25,427
-4,294
148
$3M 0.14%
5,324
-17,187
149
$2.99M 0.14%
13,118
+2,013
150
$2.96M 0.14%
+17,885