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
176
$2.01M 0.14%
35,143
+13,727
177
$1.96M 0.14%
14,228
-9,263
178
$1.95M 0.14%
+49,098
179
$1.92M 0.13%
12,907
180
$1.92M 0.13%
18,969
181
$1.9M 0.13%
+44,939
182
$1.84M 0.13%
45,505
+15,205
183
$1.8M 0.13%
38,414
184
$1.78M 0.12%
+30,696
185
$1.73M 0.12%
111,418
186
$1.73M 0.12%
+23,256
187
$1.72M 0.12%
+143,071
188
$1.72M 0.12%
40,112
+10,966
189
$1.68M 0.12%
+56,763
190
$1.67M 0.12%
+170,098
191
$1.62M 0.11%
+68,795
192
$1.51M 0.11%
8,629
-6,301
193
$1.35M 0.09%
+21,319
194
$1.35M 0.09%
+13,886
195
$1.3M 0.09%
+25,394
196
$1.27M 0.09%
+10,475
197
$1.26M 0.09%
+10,447
198
$1.24M 0.09%
+22,101
199
$1.23M 0.09%
8,457
+1,470
200
$1.21M 0.08%
87,920
+38,691
6 7
8
9 10