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
$852M
AUM Growth
-$86.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$11.4M
3
+$10.6M
4
MDT icon
Medtronic
MDT
+$10.2M
5
HD icon
Home Depot
HD
+$9.81M

Top Sells

1
+$32.7M
2
+$26.3M
3
+$16.8M
4
BK icon
Bank of New York Mellon
BK
+$16.2M
5
BLK icon
Blackrock
BLK
+$13.1M

Sector Composition

1 Financials 16.46%
2 Consumer Staples 12.67%
3 Consumer Discretionary 11.85%
4 Healthcare 9.22%
5 Technology 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.7M 4.19%
746,992
-56,448
2
$32.9M 3.87%
2,128,230
-48,035
3
$29.3M 3.44%
811,378
-168,130
4
$24.2M 2.84%
587,839
+256,850
5
$24M 2.82%
384,479
-8,638
6
$23.4M 2.74%
536,874
-172,751
7
$22.5M 2.64%
302,570
-125,231
8
$22.4M 2.63%
433,839
+140,544
9
$22.1M 2.6%
415,206
+128
10
$20.5M 2.41%
744,464
+232,320
11
$20.2M 2.38%
261,491
+34,694
12
$18.5M 2.18%
304,011
+55,228
13
$18.1M 2.13%
119,105
-16,365
14
$17.8M 2.09%
162,921
+49,439
15
$17M 2%
147,417
+84,938
16
$16.9M 1.98%
116,720
-19,567
17
$15.9M 1.86%
+234,274
18
$15.2M 1.79%
116,651
-4,387
19
$14.8M 1.74%
287,961
-7,238
20
$14.5M 1.7%
530,925
-23,805
21
$14.1M 1.66%
368,957
+93,941
22
$13.6M 1.6%
188,028
+6,916
23
$12.6M 1.47%
133,181
-11,349
24
$11.8M 1.38%
171,190
-5,500
25
$11.7M 1.37%
106,059
-115
1
2 3 4 5