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
176
$1.19M 0.1%
+10,430
177
$1.16M 0.09%
+32,098
178
$1.15M 0.09%
+2,288
179
$1.14M 0.09%
+19,134
180
$1.13M 0.09%
+14,742
181
$1.07M 0.09%
+23,724
182
$1.07M 0.09%
3,429
-590
183
$1.02M 0.08%
+40,387
184
$1.01M 0.08%
+14,782
185
$983K 0.08%
+21,416
186
$893K 0.07%
6,987
-11,378
187
$878K 0.07%
18,271
+5,073
188
$851K 0.07%
+11,693
189
$749K 0.06%
+12,759
190
$718K 0.06%
2,472
-3,264
191
$715K 0.06%
95,268
-27,280
192
$702K 0.06%
+7,764
193
$698K 0.06%
2,222
-154
194
$687K 0.06%
+49,229
195
$624K 0.05%
19,062
-76,146
196
$537K 0.04%
5,889
-57,655
197
$500K 0.04%
7,512
-54,988
198
$459K 0.04%
4,445
-20,407
199
$385K 0.03%
1,694
-17,902
200
$309K 0.03%
+2,065
6 7
8
9 10