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
$1.54B
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$70M
2
+$16.2M
3
+$15.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$9.59M
5
KO icon
Coca-Cola
KO
+$7.68M

Top Sells

1
+$33.4M
2
+$30M
3
+$21.1M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$17.1M
5
MCD icon
McDonald's
MCD
+$7.23M

Sector Composition

1 Technology 25.57%
2 Healthcare 16.69%
3 Financials 12.27%
4 Consumer Discretionary 10.8%
5 Consumer Staples 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$115M 7.43%
397,635
-6,391
2
$99.4M 6.45%
602,995
-1,025
3
$70M 4.54%
+1,383,030
4
$46.1M 2.99%
442,887
-163,943
5
$36.3M 2.35%
351,657
+4,785
6
$32.4M 2.1%
109,714
-172
7
$28.9M 1.87%
61,048
-8,337
8
$27.8M 1.8%
48,179
+9,497
9
$26.4M 1.71%
116,877
+8,789
10
$25.6M 1.66%
172,434
-13,650
11
$25.6M 1.66%
51,448
-817
12
$25M 1.62%
68,904
+12,713
13
$24.8M 1.61%
111,144
-16,334
14
$23.8M 1.54%
370,300
+18,820
15
$23.4M 1.52%
68,090
+9,846
16
$23.3M 1.51%
218,926
+60,093
17
$23.1M 1.5%
80,962
+8,151
18
$20.9M 1.35%
160,033
+36,217
19
$20.7M 1.34%
97,678
+9,904
20
$20.2M 1.31%
539,660
21
$19.9M 1.29%
108,922
+6,570
22
$19.3M 1.25%
154,392
-3,145
23
$18.1M 1.17%
633,433
+10,591
24
$17.7M 1.15%
255,283
+5,805
25
$16.8M 1.09%
53,369
-371
1
2 3 4 5