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
176
$2.11M 0.12%
+42,326
177
$2.11M 0.12%
56,763
178
$2.08M 0.12%
+11,717
179
$2.07M 0.12%
49,098
180
$2.06M 0.12%
38,414
181
$2.04M 0.12%
+9,974
182
$2M 0.12%
5,649
-3,428
183
$1.99M 0.12%
+44,859
184
$1.96M 0.12%
+10,172
185
$1.95M 0.11%
33,158
-18,804
186
$1.88M 0.11%
23,256
187
$1.84M 0.11%
62,080
-6,715
188
$1.76M 0.1%
+84,580
189
$1.76M 0.1%
49,851
-15,501
190
$1.76M 0.1%
+16,967
191
$1.63M 0.1%
+24,798
192
$1.6M 0.09%
11,121
-7,494
193
$1.52M 0.09%
29,399
-10,713
194
$1.5M 0.09%
38,139
+19,921
195
$1.48M 0.09%
20,098
-9,297
196
$1.41M 0.08%
+15,728
197
$1.4M 0.08%
14,824
198
$1.39M 0.08%
+42,555
199
$1.33M 0.08%
+5,451
200
$1.31M 0.08%
+2,120
6 7
8
9 10