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
$1.43B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.4M
3
+$11.6M
4
AMZN icon
Amazon
AMZN
+$11.4M
5
PYPL icon
PayPal
PYPL
+$10.5M

Top Sells

1
+$13.7M
2
+$10.6M
3
+$9.86M
4
CL icon
Colgate-Palmolive
CL
+$9.62M
5
META icon
Meta Platforms (Facebook)
META
+$9.52M

Sector Composition

1 Technology 21.99%
2 Consumer Discretionary 18.71%
3 Healthcare 11.79%
4 Financials 9.83%
5 Consumer Staples 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.43M 0.17%
+7,436
152
$2.42M 0.17%
+36,460
153
$2.4M 0.17%
33,850
+6,695
154
$2.37M 0.17%
87,945
-11,909
155
$2.34M 0.16%
75,416
-16,829
156
$2.34M 0.16%
18,615
-926
157
$2.32M 0.16%
29,395
+10,261
158
$2.27M 0.16%
+20,017
159
$2.24M 0.16%
+19,578
160
$2.24M 0.16%
+28,008
161
$2.23M 0.16%
48,157
-13,962
162
$2.2M 0.15%
99,385
163
$2.19M 0.15%
6,139
-2,737
164
$2.18M 0.15%
+56,796
165
$2.18M 0.15%
14,557
-15,959
166
$2.18M 0.15%
28,137
+2,219
167
$2.17M 0.15%
65,352
+33,254
168
$2.17M 0.15%
26,973
169
$2.16M 0.15%
184,978
-26,911
170
$2.15M 0.15%
23,346
171
$2.13M 0.15%
78,224
172
$2.12M 0.15%
+70,833
173
$2.04M 0.14%
9,984
+8,679
174
$2.03M 0.14%
55,285
175
$2.02M 0.14%
23,332
5 6
7
8 9