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
$2.11B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$14.3M
3
+$13.6M
4
PSA icon
Public Storage
PSA
+$12.9M
5
PFE icon
Pfizer
PFE
+$12.9M

Top Sells

1
+$14.5M
2
+$11.9M
3
+$11.7M
4
TSCO icon
Tractor Supply
TSCO
+$10.9M
5
DPZ icon
Domino's
DPZ
+$9.7M

Sector Composition

1 Technology 24.36%
2 Consumer Discretionary 14.05%
3 Financials 13.75%
4 Healthcare 11.91%
5 Communication Services 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$111M 5.27%
331,133
-6,125
2
$109M 5.17%
616,026
-65,628
3
$108M 5.1%
446,992
-1,346
4
$105M 4.95%
722,980
+94,000
5
$61.5M 2.91%
369,080
-1,480
6
$54.2M 2.56%
161,164
-11,036
7
$50.6M 2.4%
100,859
+21,729
8
$38M 1.8%
175,125
+35,877
9
$27.7M 1.31%
623,065
+355,809
10
$26.5M 1.25%
55,467
+19,806
11
$25.4M 1.2%
160,147
+20,550
12
$23M 1.09%
25,075
-13,043
13
$22M 1.04%
53,069
-17,052
14
$21.6M 1.02%
56,577
+10,834
15
$20.4M 0.96%
344,990
+218,414
16
$20.2M 0.96%
48,818
-23,123
17
$20.1M 0.95%
35,348
-25,610
18
$19.9M 0.94%
35,006
-3,718
19
$19.7M 0.93%
118,216
-45,096
20
$19.6M 0.92%
29,302
+7,399
21
$19.1M 0.9%
648,500
+339,560
22
$18.8M 0.89%
539,660
+56,369
23
$18.7M 0.88%
69,710
+6,046
24
$18.5M 0.88%
51,595
-9,321
25
$18.5M 0.88%
131,543
-10,853
1
2 3 4 5