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
176
$1.96M 0.09%
11,426
-27,155
177
$1.96M 0.09%
+58,650
178
$1.92M 0.09%
20,066
-13,995
179
$1.86M 0.09%
49,514
-1,437
180
$1.84M 0.09%
12,720
-4,400
181
$1.76M 0.08%
+80,674
182
$1.65M 0.08%
40,383
-6,766
183
$1.63M 0.08%
+55,822
184
$1.62M 0.08%
13,897
+7,697
185
$1.58M 0.07%
+14,311
186
$1.55M 0.07%
31,658
-18,570
187
$1.55M 0.07%
+149,739
188
$1.51M 0.07%
40,429
-72,662
189
$1.51M 0.07%
21,640
-46,188
190
$1.47M 0.07%
37,685
+1,638
191
$1.43M 0.07%
+59,600
192
$1.42M 0.07%
30,523
-869
193
$1.41M 0.07%
12,708
-293
194
$1.37M 0.06%
9,076
-13,264
195
$1.34M 0.06%
2,248
-446
196
$1.3M 0.06%
+94,295
197
$1.26M 0.06%
25,275
-671
198
$1.24M 0.06%
37,511
-61,874
199
$1.24M 0.06%
+26,933
200
$1.21M 0.06%
+21,775
6 7
8
9 10