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
$1.54B
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$70M
2
+$16.2M
3
+$15.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$9.59M
5
KO icon
Coca-Cola
KO
+$7.68M

Top Sells

1
+$33.4M
2
+$30M
3
+$21.1M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$17.1M
5
MCD icon
McDonald's
MCD
+$7.23M

Sector Composition

1 Technology 25.57%
2 Healthcare 16.69%
3 Financials 12.27%
4 Consumer Discretionary 10.8%
5 Consumer Staples 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$864K 0.06%
5,133
152
$785K 0.05%
+35,163
153
$763K 0.05%
66,800
154
$756K 0.05%
5,630
-18,078
155
$735K 0.05%
1,514
+1,123
156
$723K 0.05%
10,821
157
$713K 0.05%
18,033
-36,833
158
$667K 0.04%
31,586
159
$628K 0.04%
12,500
160
$611K 0.04%
23,481
161
$575K 0.04%
7,395
-21,941
162
$458K 0.03%
26,734
163
$435K 0.03%
24,946
164
$434K 0.03%
8,459
-13,318
165
$366K 0.02%
10,392
-49,801
166
$346K 0.02%
6,269
167
$337K 0.02%
1,652
-13,067
168
$334K 0.02%
+16,017
169
$277K 0.02%
38,260
-32,185
170
$269K 0.02%
22,002
171
$211K 0.01%
3,542
172
– –
-63,673
173
– –
-12,137
174
– –
-314,737
175
– –
-6,800
5 6
7
8 9