KWILP
Kiwi Wealth Investments Limited Partnership Portfolio holdings
AUM
$126M
1-Year Return
18.28%
This Quarter Return
+5.52%
1 Year Return
+18.28%
3 Year Return
+28.53%
5 Year Return
+142.73%
10 Year Return
+334.89%
AUM
$1.14B
AUM Growth
+$43.7M
(+4%)
Cap. Flow
+$3.48M
Cap. Flow
% of AUM
0.3%
Top 10 Holdings %
Top 10 Hldgs %
26.33%
Holding
223
New
55
Increased
59
Reduced
58
Closed
51
Top Buys
| 1 |
Walt Disney
DIS
|
$21.3M |
| 2 |
Mondelez International
MDLZ
|
$14.8M |
| 3 |
Blackrock
BLK
|
$11.6M |
| 4 |
Cintas
CTAS
|
$10.2M |
| 5 |
PepsiCo
PEP
|
$8.49M |
Top Sells
| 1 |
Medtronic
MDT
|
$14.9M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$11M |
| 3 |
Booking.com
BKNG
|
$10.3M |
| 4 |
Visa
V
|
$10.1M |
| 5 |
eBay
EBAY
|
$8.83M |
Sector Composition
| 1 | Technology | 17.23% |
| 2 | Healthcare | 14.96% |
| 3 | Consumer Discretionary | 14.55% |
| 4 | Financials | 13.51% |
| 5 | Communication Services | 11.95% |
