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
$791M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$17.5M
3
+$13.5M
4
EBAY icon
eBay
EBAY
+$12.7M
5
YUM icon
Yum! Brands
YUM
+$12.2M

Top Sells

1
+$19M
2
+$16.1M
3
+$12M
4
FDX icon
FedEx
FDX
+$11.8M
5
META icon
Meta Platforms (Facebook)
META
+$10.2M

Sector Composition

1 Consumer Discretionary 20.91%
2 Financials 19.71%
3 Communication Services 14.83%
4 Technology 7.52%
5 Consumer Staples 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$57.5M 7.27%
906,075
+42,070
2
$41M 5.18%
2,045,904
+480,676
3
$33.5M 4.24%
3,475,947
+767,468
4
$29.3M 3.71%
1,051,326
-242,064
5
$29.3M 3.7%
1,268,568
+548,286
6
$28.7M 3.63%
525,404
+11,966
7
$27.4M 3.47%
314,044
+97,934
8
$26.6M 3.36%
1,343,878
+684,098
9
$25.6M 3.23%
984,286
+302,806
10
$25.5M 3.22%
460,075
+21,489
11
$24M 3.03%
75,823
-1,033
12
$23.6M 2.98%
518,958
+33,301
13
$22.6M 2.85%
2,351,889
+555,675
14
$22M 2.78%
315,804
+133,306
15
$21.8M 2.75%
581,234
+3,540
16
$20.3M 2.56%
346,344
+38,525
17
$19.8M 2.5%
+1,476,118
18
$19.4M 2.45%
215,338
-38,062
19
$18.8M 2.37%
477,022
+200,034
20
$18.5M 2.34%
249,213
+6,764
21
$18.3M 2.31%
15,747
+5,454
22
$18.2M 2.3%
326,456
+131,148
23
$17.8M 2.25%
430,847
+86,461
24
$17.5M 2.22%
+74,526
25
$17.1M 2.16%
235,275
+13,923
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