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
$2.11B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$14.3M
3
+$13.6M
4
PSA icon
Public Storage
PSA
+$12.9M
5
PFE icon
Pfizer
PFE
+$12.9M

Top Sells

1
+$14.5M
2
+$11.9M
3
+$11.7M
4
TSCO icon
Tractor Supply
TSCO
+$10.9M
5
DPZ icon
Domino's
DPZ
+$9.7M

Sector Composition

1 Technology 24.36%
2 Consumer Discretionary 14.05%
3 Financials 13.75%
4 Healthcare 11.91%
5 Communication Services 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.19M 0.06%
+11,444
202
$1.18M 0.06%
+10,887
203
$1.08M 0.05%
32,332
-849
204
$1.07M 0.05%
+20,388
205
$1.06M 0.05%
7,291
-201
206
$1.06M 0.05%
2,418
-1,473
207
$1.03M 0.05%
+6,264
208
$968K 0.05%
17,095
-2,135
209
$943K 0.04%
3,153
+989
210
$939K 0.04%
+8,099
211
$927K 0.04%
2,774
-13,869
212
$871K 0.04%
+24,188
213
$825K 0.04%
+39,003
214
$792K 0.04%
+6,709
215
$757K 0.04%
8,160
+696
216
$747K 0.04%
1,737
-69
217
$728K 0.03%
15,882
+3,101
218
$720K 0.03%
2,196
-3,298
219
$707K 0.03%
7,783
-978
220
$683K 0.03%
+6,344
221
$681K 0.03%
8,996
222
$671K 0.03%
+32,471
223
$667K 0.03%
4,265
-22,792
224
$596K 0.03%
+39,732
225
$592K 0.03%
+3,278
7 8
9
10 11