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
$1.43B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.4M
3
+$11.6M
4
AMZN icon
Amazon
AMZN
+$11.4M
5
PYPL icon
PayPal
PYPL
+$10.5M

Top Sells

1
+$13.7M
2
+$10.6M
3
+$9.86M
4
CL icon
Colgate-Palmolive
CL
+$9.62M
5
META icon
Meta Platforms (Facebook)
META
+$9.52M

Sector Composition

1 Technology 21.99%
2 Consumer Discretionary 18.71%
3 Healthcare 11.79%
4 Financials 9.83%
5 Consumer Staples 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$71.4M 4.99%
616,609
+41,601
2
$59.1M 4.14%
281,161
-3,842
3
$50.9M 3.56%
323,160
+72,300
4
$32.8M 2.3%
446,780
-185,920
5
$32.6M 2.28%
110,824
+48,572
6
$32.4M 2.27%
901,598
7
$30.5M 2.14%
219,732
-26,586
8
$29.1M 2.04%
209,986
-1,125
9
$22.8M 1.6%
114,170
+24,812
10
$20.5M 1.44%
46,499
+17,723
11
$20.2M 1.41%
96,234
+59,140
12
$18.6M 1.3%
55,087
+8,355
13
$17.5M 1.22%
62,925
-11,713
14
$17M 1.19%
168,775
-7,170
15
$16.7M 1.17%
76,002
-42,310
16
$16.3M 1.14%
62,426
-36,342
17
$15.9M 1.11%
37,351
-1,246
18
$15.8M 1.11%
28,096
+7,303
19
$15.6M 1.09%
105,656
+14,532
20
$15.3M 1.07%
42,510
+598
21
$13.7M 0.96%
168,991
-79,518
22
$13.7M 0.96%
142,192
-29,632
23
$13.2M 0.92%
79,877
+21,224
24
$13.1M 0.91%
208,696
+184,972
25
$12.8M 0.9%
85,859
+20,890
1
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