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
$1.54B
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$70M
2
+$16.2M
3
+$15.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$9.59M
5
KO icon
Coca-Cola
KO
+$7.68M

Top Sells

1
+$33.4M
2
+$30M
3
+$21.1M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$17.1M
5
MCD icon
McDonald's
MCD
+$7.23M

Sector Composition

1 Technology 25.57%
2 Healthcare 16.69%
3 Financials 12.27%
4 Consumer Discretionary 10.8%
5 Consumer Staples 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.97M 0.13%
+20,918
127
$1.94M 0.13%
17,818
+15,870
128
$1.92M 0.12%
23,099
129
$1.86M 0.12%
13,309
-13,618
130
$1.8M 0.12%
48,247
-27,892
131
$1.76M 0.11%
34,090
-11,995
132
$1.76M 0.11%
+715
133
$1.7M 0.11%
104,672
+42,101
134
$1.58M 0.1%
+57,051
135
$1.46M 0.09%
+7,225
136
$1.46M 0.09%
17,743
-29,926
137
$1.44M 0.09%
11,847
-13,365
138
$1.37M 0.09%
29,789
-2,193
139
$1.34M 0.09%
42,186
-56,706
140
$1.29M 0.08%
48,284
141
$1.22M 0.08%
73,761
142
$1.21M 0.08%
22,460
143
$1.21M 0.08%
3,935
-2,522
144
$1.17M 0.08%
+676,944
145
$1.14M 0.07%
12,361
-9,897
146
$1.1M 0.07%
67,000
147
$1.08M 0.07%
27,432
-30,335
148
$1.01M 0.07%
55,409
149
$989K 0.06%
377,602
-584,076
150
$885K 0.06%
+14,533
4 5
6
7 8