KWILP
Kiwi Wealth Investments Limited Partnership Portfolio holdings
AUM
$126M
This Quarter Return
+8.6%
1 Year Return
+18.28%
3 Year Return
+28.53%
5 Year Return
+142.73%
10 Year Return
+334.89%
AUM
$1.54B
AUM Growth
+$1.54B
(+2.6%)
Cap. Flow
-$46.3M
Cap. Flow
% of AUM
-3%
Top 10 Holdings %
Top 10 Hldgs %
32.9%
Holding
224
New
18
Increased
48
Reduced
75
Closed
53
Top Buys
| 1 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$70M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$16.2M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$15.9M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$9.59M |
| 5 |
Coca-Cola
KO
|
$7.68M |
Top Sells
| 1 |
iShares Floating Rate Bond ETF
FLOT
|
$33.4M |
| 2 |
iShares Short Maturity Bond ETF
NEAR
|
$30M |
| 3 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$21.1M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$17.1M |
| 5 |
McDonald's
MCD
|
$7.23M |
Sector Composition
| 1 | Technology | 25.57% |
| 2 | Healthcare | 16.69% |
| 3 | Financials | 12.27% |
| 4 | Consumer Discretionary | 10.8% |
| 5 | Consumer Staples | 7.83% |
