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
$1.17B
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$12.3M
3
+$11.9M
4
KHC icon
Kraft Heinz
KHC
+$11.4M
5
INTC icon
Intel
INTC
+$11.2M

Top Sells

1
+$11.6M
2
+$11.5M
3
+$10.7M
4
AAPL icon
Apple
AAPL
+$10.6M
5
DG icon
Dollar General
DG
+$9.93M

Sector Composition

1 Financials 10.86%
2 Technology 8.34%
3 Consumer Discretionary 8.11%
4 Consumer Staples 6.71%
5 Communication Services 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$231M 19.68%
2,001,336
+8,097
2
$215M 18.31%
4,680,439
+37,605
3
$23.9M 2.03%
384,083
-19,797
4
$21.4M 1.83%
248,468
+143,110
5
$18.8M 1.6%
78,312
-14,215
6
$18.4M 1.57%
137,176
+7,340
7
$16.8M 1.43%
293,899
-26,780
8
$16.6M 1.41%
457,306
+309,726
9
$16.4M 1.39%
226,090
+7,488
10
$15.9M 1.35%
548,748
-364,808
11
$15.3M 1.3%
496,400
-62,739
12
$15.2M 1.29%
131,704
-3,759
13
$14.9M 1.27%
385,380
+308,260
14
$14.4M 1.23%
+184,872
15
$14M 1.19%
372,680
-27,240
16
$14M 1.19%
151,435
-23,809
17
$13.2M 1.12%
196,909
+4,759
18
$13M 1.1%
123,833
-29,500
19
$12.9M 1.1%
80,657
-22,558
20
$12.9M 1.1%
105,648
-33,418
21
$12.8M 1.09%
110,964
-10,861
22
$12.4M 1.06%
1,037,034
-485,271
23
$12M 1.03%
97,077
+11,276
24
$11.4M 0.97%
+130,813
25
$11.4M 0.97%
213,352
-93,543
1
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