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
$1.14B
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$14.8M
3
+$11.6M
4
CTAS icon
Cintas
CTAS
+$10.2M
5
PEP icon
PepsiCo
PEP
+$8.49M

Top Sells

1
+$14.9M
2
+$11M
3
+$10.3M
4
V icon
Visa
V
+$10.1M
5
EBAY icon
eBay
EBAY
+$8.83M

Sector Composition

1 Technology 17.23%
2 Healthcare 14.96%
3 Consumer Discretionary 14.55%
4 Financials 13.51%
5 Communication Services 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.61M 0.14%
+71,429
152
$1.61M 0.14%
+70,578
153
$1.51M 0.13%
51,550
-5,461
154
$1.48M 0.13%
41,186
-24,148
155
$1.45M 0.13%
10,390
-30,219
156
$1.4M 0.12%
+8,220
157
$1.33M 0.12%
71,805
-5,550
158
$1.25M 0.11%
23,060
-22,340
159
$1.24M 0.11%
+26,869
160
$1.18M 0.1%
6,390
-25,232
161
$1.18M 0.1%
11,571
+3,154
162
$1.11M 0.1%
156,623
-37,342
163
$1.04M 0.09%
18,819
+2,795
164
$977K 0.09%
36,679
+806
165
$848K 0.07%
17,557
+1,622
166
$797K 0.07%
+8,413
167
$738K 0.06%
40,479
-75,368
168
$696K 0.06%
14,574
+6
169
$638K 0.06%
8,324
-4,118
170
$570K 0.05%
15,909
-18,186
171
$492K 0.04%
+17,645
172
$483K 0.04%
4,957
-152,894
173
– –
-72,844
174
– –
-15,272
175
– –
-108,557
5 6
7
8 9