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
$2.11B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$14.3M
3
+$13.6M
4
PSA icon
Public Storage
PSA
+$12.9M
5
PFE icon
Pfizer
PFE
+$12.9M

Top Sells

1
+$14.5M
2
+$11.9M
3
+$11.7M
4
TSCO icon
Tractor Supply
TSCO
+$10.9M
5
DPZ icon
Domino's
DPZ
+$9.7M

Sector Composition

1 Technology 24.36%
2 Consumer Discretionary 14.05%
3 Financials 13.75%
4 Healthcare 11.91%
5 Communication Services 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.91M 0.14%
+38,726
152
$2.9M 0.14%
4,740
-4,021
153
$2.87M 0.14%
47,046
-54,240
154
$2.83M 0.13%
+33,683
155
$2.81M 0.13%
+37,789
156
$2.78M 0.13%
+81,870
157
$2.71M 0.13%
+18,941
158
$2.68M 0.13%
105,701
-48,356
159
$2.58M 0.12%
42,577
+2,447
160
$2.57M 0.12%
25,740
-686
161
$2.54M 0.12%
25,019
-8,913
162
$2.51M 0.12%
11,233
-38,715
163
$2.5M 0.12%
9,832
-575
164
$2.36M 0.11%
62,619
+46,791
165
$2.33M 0.11%
+25,008
166
$2.22M 0.1%
+21,872
167
$2.19M 0.1%
+62,732
168
$2.18M 0.1%
16,433
-20,153
169
$2.16M 0.1%
91,700
-2,423
170
$2.15M 0.1%
+153,021
171
$2.15M 0.1%
8,417
-2,030
172
$2.12M 0.1%
+36,212
173
$2.01M 0.1%
51,975
+35,073
174
$1.99M 0.09%
76,704
-2,197
175
$1.99M 0.09%
582,694
-142,844
5 6
7
8 9