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
$1.43B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.4M
3
+$11.6M
4
AMZN icon
Amazon
AMZN
+$11.4M
5
PYPL icon
PayPal
PYPL
+$10.5M

Top Sells

1
+$13.7M
2
+$10.6M
3
+$9.86M
4
CL icon
Colgate-Palmolive
CL
+$9.62M
5
META icon
Meta Platforms (Facebook)
META
+$9.52M

Sector Composition

1 Technology 21.99%
2 Consumer Discretionary 18.71%
3 Healthcare 11.79%
4 Financials 9.83%
5 Consumer Staples 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.19M 0.08%
14,824
+7,060
202
$1.15M 0.08%
9,501
+5,056
203
$1.15M 0.08%
+18,580
204
$1.15M 0.08%
4,845
-5,619
205
$1.14M 0.08%
+9,024
206
$1.14M 0.08%
92,452
-151,496
207
$1.13M 0.08%
6,199
-11,852
208
$1.12M 0.08%
44,398
+4,011
209
$991K 0.07%
25,473
-20,733
210
$967K 0.07%
18,271
211
$965K 0.07%
5,654
-4,776
212
$933K 0.07%
35,020
-5,331
213
$918K 0.06%
+26,911
214
$885K 0.06%
3,715
+1,613
215
$881K 0.06%
17,805
-17,190
216
$821K 0.06%
+8,425
217
$768K 0.05%
+34,164
218
$732K 0.05%
9,306
-5,476
219
$724K 0.05%
+9,114
220
$714K 0.05%
3,953
+1,888
221
$704K 0.05%
+29,104
222
$697K 0.05%
2,762
-5,141
223
$684K 0.05%
+10,323
224
$673K 0.05%
2,472
225
$632K 0.04%
+18,218
7 8
9
10 11