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
$1.14B
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$14.8M
3
+$11.6M
4
CTAS icon
Cintas
CTAS
+$10.2M
5
PEP icon
PepsiCo
PEP
+$8.49M

Top Sells

1
+$14.9M
2
+$11M
3
+$10.3M
4
V icon
Visa
V
+$10.1M
5
EBAY icon
eBay
EBAY
+$8.83M

Sector Composition

1 Technology 17.23%
2 Healthcare 14.96%
3 Consumer Discretionary 14.55%
4 Financials 13.51%
5 Communication Services 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42M 3.67%
279,592
+5,460
2
$37.7M 3.29%
281,412
-57,601
3
$36.1M 3.15%
667,360
+81,840
4
$34.7M 3.03%
366,760
+42,680
5
$33.3M 2.91%
673,056
-73,036
6
$28M 2.45%
145,219
+41,507
7
$23.5M 2.06%
430,033
+91,594
8
$22.9M 2%
208,908
+45,001
9
$21.8M 1.9%
125,625
-58,194
10
$21.3M 1.86%
+152,607
11
$21.3M 1.86%
734,492
+85,106
12
$20.6M 1.8%
360,543
+65,172
13
$20M 1.75%
75,733
+1,561
14
$19.8M 1.73%
247,100
-13,070
15
$19.1M 1.67%
171,181
+26,439
16
$18.3M 1.6%
360,261
-81,869
17
$17.5M 1.53%
219,260
-18,655
18
$17.5M 1.53%
207,692
-6,754
19
$15.6M 1.36%
96,761
+25,386
20
$14.8M 1.29%
+274,091
21
$14.4M 1.25%
109,455
+64,743
22
$13.2M 1.15%
307,124
+37,858
23
$13.1M 1.14%
63,629
-2,769
24
$13M 1.14%
53,335
-7,890
25
$12.5M 1.09%
148,525
-80,811
1
2 3 4 5