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
$1.23B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$12.2M
3
+$11.7M
4
MCD icon
McDonald's
MCD
+$9.95M
5
ORLY icon
O'Reilly Automotive
ORLY
+$9.37M

Top Sells

1
+$19M
2
+$12.4M
3
+$11.1M
4
AAPL icon
Apple
AAPL
+$10.9M
5
COST icon
Costco
COST
+$8.87M

Sector Composition

1 Technology 19.69%
2 Consumer Discretionary 15.53%
3 Healthcare 12.59%
4 Consumer Staples 11.87%
5 Financials 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.01M 0.16%
44,160
-112,950
152
$2M 0.16%
+38,414
153
$2M 0.16%
10,697
-44,724
154
$2M 0.16%
+6,447
155
$1.98M 0.16%
+12,907
156
$1.94M 0.16%
+26,778
157
$1.92M 0.16%
+19,541
158
$1.91M 0.15%
34,995
-20,364
159
$1.9M 0.15%
32,630
-23,643
160
$1.89M 0.15%
31,208
+13,327
161
$1.88M 0.15%
23,332
-8,242
162
$1.88M 0.15%
+27,155
163
$1.81M 0.15%
+77,715
164
$1.79M 0.15%
+55,285
165
$1.76M 0.14%
+16,919
166
$1.69M 0.14%
+22,984
167
$1.63M 0.13%
+27,267
168
$1.62M 0.13%
+26,973
169
$1.6M 0.13%
27,449
+2,081
170
$1.6M 0.13%
+56,366
171
$1.44M 0.12%
113,394
-105,622
172
$1.33M 0.11%
+30,300
173
$1.3M 0.11%
+40,351
174
$1.25M 0.1%
9,879
-37,065
175
$1.23M 0.1%
+29,146
5 6
7
8 9