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
$894M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$17.9M
3
+$13.6M
4
KDP icon
Keurig Dr Pepper
KDP
+$11.7M
5
META icon
Meta Platforms (Facebook)
META
+$9.84M

Top Sells

1
+$35.7M
2
+$24.2M
3
+$24M
4
HAIN icon
Hain Celestial
HAIN
+$22.4M
5
MLM icon
Martin Marietta Materials
MLM
+$18.1M

Sector Composition

1 Financials 12.03%
2 Communication Services 9.16%
3 Consumer Staples 9.16%
4 Consumer Discretionary 6.3%
5 Technology 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.1M 4.04%
2,238,245
+110,015
2
$35M 3.92%
+923,500
3
$27.8M 3.11%
664,402
-146,976
4
$25.9M 2.9%
1,540,784
+1,063,157
5
$24.8M 2.77%
375,744
+71,733
6
$24.3M 2.72%
442,236
+27,030
7
$20.9M 2.34%
200,079
+93,995
8
$20.9M 2.33%
792,772
+48,308
9
$16.4M 1.83%
209,428
-93,142
10
$15.9M 1.78%
344,552
-192,322
11
$15M 1.68%
113,768
-2,883
12
$13.6M 1.52%
+115,040
13
$13.6M 1.52%
83,929
-32,791
14
$13.3M 1.49%
133,061
-120
15
$13.1M 1.46%
386,300
+134,020
16
$12.7M 1.42%
117,550
-45,371
17
$11.7M 1.31%
+125,399
18
$11.7M 1.3%
104,751
+35,236
19
$11.5M 1.28%
173,683
-238
20
$8.94M 1%
131,368
-102,906
21
$8.87M 0.99%
285,517
+22,349
22
$8.03M 0.9%
302,133
+20,889
23
$5M 0.56%
64,417
-89,273
24
$4.43M 0.5%
62,664
-1,782
25
$4.42M 0.49%
133,126
-5,438
1
2 3 4 5