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
$1.7B
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$18.8M
3
+$17.3M
4
MSFT icon
Microsoft
MSFT
+$14.7M
5
DHR icon
Danaher
DHR
+$13.6M

Top Sells

1
+$12.5M
2
+$9M
3
+$8.4M
4
DPZ icon
Domino's
DPZ
+$8.07M
5
CAT icon
Caterpillar
CAT
+$8.06M

Sector Composition

1 Technology 23.84%
2 Consumer Discretionary 17.73%
3 Healthcare 10.91%
4 Financials 10.02%
5 Consumer Staples 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.31M 0.08%
116,475
+22,260
202
$1.3M 0.08%
+2,277
203
$1.29M 0.08%
9,501
204
$1.26M 0.07%
+13,107
205
$1.26M 0.07%
3,277
+515
206
$1.23M 0.07%
+7,472
207
$1.19M 0.07%
+5,845
208
$1.19M 0.07%
3,715
209
$1.19M 0.07%
31,970
-23,315
210
$1.18M 0.07%
+5,583
211
$1.16M 0.07%
53,296
-58,122
212
$1.15M 0.07%
+12,344
213
$1.09M 0.06%
9,114
214
$1.07M 0.06%
+4,465
215
$1.05M 0.06%
+29,155
216
$1.04M 0.06%
5,654
217
$1M 0.06%
16,875
-8,519
218
$982K 0.06%
+31,392
219
$972K 0.06%
14,710
-7,391
220
$969K 0.06%
22,814
-22,691
221
$961K 0.06%
2,124
-7,696
222
$932K 0.05%
+13,580
223
$920K 0.05%
+12,058
224
$908K 0.05%
3,953
225
$907K 0.05%
+10,070
7 8
9
10 11