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
$995M
AUM Growth
-$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.6M
3
+$10.4M
4
PEP icon
PepsiCo
PEP
+$8.48M
5
CRM icon
Salesforce
CRM
+$7.98M

Top Sells

1
+$53.6M
2
+$23.7M
3
+$15.2M
4
USB icon
US Bancorp
USB
+$13.4M
5
ACN icon
Accenture
ACN
+$12M

Sector Composition

1 Technology 18.58%
2 Healthcare 14.74%
3 Consumer Discretionary 14.22%
4 Consumer Staples 11.33%
5 Communication Services 11.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.1M 4.44%
694,248
-66,884
2
$44.1M 4.43%
279,410
-96,379
3
$37.9M 3.81%
388,680
-84,340
4
$35.4M 3.56%
609,140
-408,020
5
$27.2M 2.73%
901,598
+550,237
6
$25.6M 2.57%
153,478
+5,639
7
$20.1M 2.02%
182,733
-6,757
8
$20.1M 2.02%
167,149
+70,609
9
$19.6M 1.97%
104,798
+41,687
10
$18.6M 1.87%
231,468
-43,423
11
$17.8M 1.79%
296,444
-26,808
12
$16.6M 1.67%
308,900
+23,272
13
$15.7M 1.58%
214,273
+4,986
14
$15.7M 1.57%
737,155
+40,279
15
$15.5M 1.56%
96,053
-29,636
16
$15.1M 1.52%
52,881
+17,200
17
$14.5M 1.45%
217,982
+156,789
18
$13.7M 1.37%
151,869
-79,092
19
$13.6M 1.37%
+41,948
20
$12.9M 1.3%
257,258
+87,303
21
$12.8M 1.29%
40,274
+21,771
22
$12.8M 1.28%
51,202
-17,558
23
$12.1M 1.21%
50,006
-22,971
24
$10.9M 1.09%
245,272
+113,019
25
$10.7M 1.08%
136,005
-33,285
1
2 3 4 5