KWILP
Kiwi Wealth Investments Limited Partnership Portfolio holdings
AUM
$126M
1-Year Return
18.28%
This Quarter Return
-12.38%
1 Year Return
+18.28%
3 Year Return
+28.53%
5 Year Return
+142.73%
10 Year Return
+334.89%
AUM
$995M
AUM Growth
-$366M
(-27%)
Cap. Flow
-$189M
Cap. Flow
% of AUM
-18.96%
Top 10 Holdings %
Top 10 Hldgs %
29.42%
Holding
224
New
47
Increased
40
Reduced
69
Closed
60
Top Buys
| 1 |
iShares Gold Trust
IAU
|
$16.6M |
| 2 |
Domino's
DPZ
|
$13.6M |
| 3 |
Colgate-Palmolive
CL
|
$10.4M |
| 4 |
PepsiCo
PEP
|
$8.48M |
| 5 |
Salesforce
CRM
|
$7.98M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$53.6M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$23.7M |
| 3 |
Microsoft
MSFT
|
$15.2M |
| 4 |
US Bancorp
USB
|
$13.4M |
| 5 |
Accenture
ACN
|
$12M |
Sector Composition
| 1 | Technology | 18.58% |
| 2 | Healthcare | 14.74% |
| 3 | Consumer Discretionary | 14.22% |
| 4 | Consumer Staples | 11.33% |
| 5 | Communication Services | 11.32% |
