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
$1.7B
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$18.8M
3
+$17.3M
4
MSFT icon
Microsoft
MSFT
+$14.7M
5
DHR icon
Danaher
DHR
+$13.6M

Top Sells

1
+$12.5M
2
+$9M
3
+$8.4M
4
DPZ icon
Domino's
DPZ
+$8.07M
5
CAT icon
Caterpillar
CAT
+$8.06M

Sector Composition

1 Technology 23.84%
2 Consumer Discretionary 17.73%
3 Healthcare 10.91%
4 Financials 10.02%
5 Consumer Staples 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$86.6M 5.1%
652,839
+36,230
2
$77.2M 4.54%
347,049
+65,888
3
$58M 3.42%
356,400
+33,240
4
$52M 3.06%
593,740
+146,960
5
$38.8M 2.29%
199,519
+131,092
6
$35.9M 2.11%
131,273
+68,847
7
$34.7M 2.04%
956,598
+55,000
8
$28.4M 1.67%
191,445
-18,541
9
$27.3M 1.61%
117,300
+6,476
10
$26.5M 1.56%
190,685
-29,047
11
$25.9M 1.52%
118,217
+4,047
12
$25M 1.47%
118,939
+22,705
13
$24.7M 1.45%
70,356
+36,804
14
$24.5M 1.44%
224,526
+55,535
15
$20.7M 1.22%
41,369
+21,913
16
$20.6M 1.21%
374,783
+189,185
17
$19.8M 1.16%
42,407
-4,092
18
$17.3M 1.02%
+252,284
19
$16.2M 0.96%
22,515
-5,581
20
$16M 0.94%
126,301
-15,891
21
$14.7M 0.86%
68,345
-7,657
22
$14.2M 0.84%
53,616
-9,309
23
$14.2M 0.84%
142,439
-26,336
24
$13.6M 0.8%
+69,109
25
$13.4M 0.79%
441,448
-43,785
1
2 3 4 5