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
$1.23B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$12.2M
3
+$11.7M
4
MCD icon
McDonald's
MCD
+$9.95M
5
ORLY icon
O'Reilly Automotive
ORLY
+$9.37M

Top Sells

1
+$19M
2
+$12.4M
3
+$11.1M
4
AAPL icon
Apple
AAPL
+$10.9M
5
COST icon
Costco
COST
+$8.87M

Sector Composition

1 Technology 19.69%
2 Consumer Discretionary 15.53%
3 Healthcare 12.59%
4 Consumer Staples 11.87%
5 Financials 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$292K 0.02%
+2,102
202
$270K 0.02%
1,305
-11,975
203
$139K 0.01%
2,226
-30,310
204
– –
-11,015
205
– –
-69,369
206
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-47,558
207
– –
-7,909
208
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-9,091
209
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-807,717
210
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-1,955
211
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-518,850
212
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-39,283
213
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-26,011
214
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-12,217
215
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-90,414
216
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-2,054
217
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-44,195
218
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-40,240
219
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-23,253
220
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-38,148
221
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-68,887
222
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-90,019
223
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-42,165
224
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-108,593
225
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-88,654
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