KWILP
Kiwi Wealth Investments Limited Partnership Portfolio holdings
AUM
$126M
This Quarter Return
+5.51%
1 Year Return
+18.28%
3 Year Return
+28.53%
5 Year Return
+142.73%
10 Year Return
+334.89%
AUM
$830M
AUM Growth
+$830M
(-24%)
Cap. Flow
-$308M
Cap. Flow
% of AUM
-37.11%
Top 10 Holdings %
Top 10 Hldgs %
29.44%
Holding
173
New
31
Increased
72
Reduced
22
Closed
45
Top Buys
| 1 |
Prologis
PLD
|
$18.6M |
| 2 |
Comcast
CMCSA
|
$12.8M |
| 3 |
Amazon
AMZN
|
$12.6M |
| 4 |
McCormick & Company Non-Voting
MKC
|
$8.91M |
| 5 |
American Tower
AMT
|
$8.71M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$202M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$201M |
| 3 |
Intel
INTC
|
$10.2M |
| 4 |
Booking.com
BKNG
|
$9.7M |
| 5 |
Starbucks
SBUX
|
$8.87M |
Sector Composition
| 1 | Financials | 14.37% |
| 2 | Technology | 14.32% |
| 3 | Consumer Discretionary | 13.47% |
| 4 | Healthcare | 11.45% |
| 5 | Communication Services | 8.91% |
