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
$1.17B
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$12.3M
3
+$11.9M
4
KHC icon
Kraft Heinz
KHC
+$11.4M
5
INTC icon
Intel
INTC
+$11.2M

Top Sells

1
+$11.6M
2
+$11.5M
3
+$10.7M
4
AAPL icon
Apple
AAPL
+$10.6M
5
DG icon
Dollar General
DG
+$9.93M

Sector Composition

1 Financials 10.86%
2 Technology 8.34%
3 Consumer Discretionary 8.11%
4 Consumer Staples 6.71%
5 Communication Services 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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