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
$1.7B
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$18.8M
3
+$17.3M
4
MSFT icon
Microsoft
MSFT
+$14.7M
5
DHR icon
Danaher
DHR
+$13.6M

Top Sells

1
+$12.5M
2
+$9M
3
+$8.4M
4
DPZ icon
Domino's
DPZ
+$8.07M
5
CAT icon
Caterpillar
CAT
+$8.06M

Sector Composition

1 Technology 23.84%
2 Consumer Discretionary 17.73%
3 Healthcare 10.91%
4 Financials 10.02%
5 Consumer Staples 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.1M 0.18%
46,394
152
$3.09M 0.18%
31,776
-4,684
153
$3.07M 0.18%
+96,636
154
$3.02M 0.18%
+16,749
155
$3.02M 0.18%
+38,036
156
$2.97M 0.17%
57,534
157
$2.96M 0.17%
16,821
-16,622
158
$2.9M 0.17%
15,622
+1,065
159
$2.84M 0.17%
99,385
160
$2.81M 0.17%
11,822
-9,199
161
$2.73M 0.16%
25,517
-3,933
162
$2.72M 0.16%
182,762
+12,664
163
$2.68M 0.16%
33,850
164
$2.67M 0.16%
15,371
+2,464
165
$2.66M 0.16%
+868,676
166
$2.6M 0.15%
21,975
-14,890
167
$2.55M 0.15%
35,461
-19,196
168
$2.5M 0.15%
55,198
-61,320
169
$2.47M 0.15%
+72,085
170
$2.44M 0.14%
+7,587
171
$2.35M 0.14%
113,326
-28,374
172
$2.26M 0.13%
119,481
-23,590
173
$2.26M 0.13%
70,833
174
$2.21M 0.13%
+118,969
175
$2.21M 0.13%
44,939
5 6
7
8 9