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
$1.23B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$12.2M
3
+$11.7M
4
MCD icon
McDonald's
MCD
+$9.95M
5
ORLY icon
O'Reilly Automotive
ORLY
+$9.37M

Top Sells

1
+$19M
2
+$12.4M
3
+$11.1M
4
AAPL icon
Apple
AAPL
+$10.9M
5
COST icon
Costco
COST
+$8.87M

Sector Composition

1 Technology 19.69%
2 Consumer Discretionary 15.53%
3 Healthcare 12.59%
4 Consumer Staples 11.87%
5 Financials 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58M 4.7%
285,003
+5,593
2
$52.4M 4.25%
575,008
-119,240
3
$44.7M 3.62%
632,700
+23,560
4
$34.6M 2.8%
250,860
-137,820
5
$30.6M 2.48%
901,598
6
$29.5M 2.39%
246,318
+63,585
7
$27.9M 2.26%
211,111
+43,962
8
$22.4M 1.82%
98,768
-54,710
9
$21.8M 1.77%
118,312
+53,949
10
$18.7M 1.51%
74,638
-30,160
11
$17.3M 1.4%
89,358
-6,695
12
$16.6M 1.34%
224,865
+10,592
13
$16.4M 1.33%
175,945
-55,523
14
$16.4M 1.33%
366,468
+121,196
15
$16.2M 1.31%
171,824
+19,955
16
$15.9M 1.29%
264,916
-31,528
17
$15.2M 1.23%
+380,388
18
$14.6M 1.19%
49,652
-1,550
19
$14.3M 1.16%
38,597
-3,351
20
$14.2M 1.15%
597,243
-139,912
21
$14.1M 1.14%
248,509
+76,634
22
$13.8M 1.12%
46,732
-3,274
23
$13.8M 1.12%
41,912
+3,225
24
$13.7M 1.11%
139,682
+37,706
25
$13.4M 1.09%
136,971
+2,165
1
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