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
$1.96B
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$15.9M
3
+$15.4M
4
MCO icon
Moody's
MCO
+$10.8M
5
AAPL icon
Apple
AAPL
+$10.7M

Top Sells

1
+$15.3M
2
+$11.2M
3
+$10.9M
4
CRM icon
Salesforce
CRM
+$10.5M
5
DHR icon
Danaher
DHR
+$9.78M

Sector Composition

1 Technology 23.84%
2 Consumer Discretionary 14.76%
3 Financials 14.09%
4 Healthcare 11.72%
5 Communication Services 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$516K 0.03%
4,305
227
$469K 0.02%
5,674
228
$433K 0.02%
15,828
-175,312
229
$352K 0.02%
+1,234
230
$322K 0.02%
5,097
231
$261K 0.01%
1,307
-14,064
232
$247K 0.01%
2,177
-17,302
233
$219K 0.01%
1,082
-33,325
234
– –
-279,554
235
– –
-23,201
236
– –
-6,409
237
– –
-25,508
238
– –
-98,709
239
– –
-47,731
240
– –
-92,035
241
– –
-6,958
242
– –
-51,689
243
– –
-18,732
244
– –
-79,967
245
– –
-31,776
246
– –
-14,814
247
– –
-8,869
248
– –
-20,753
249
– –
-15,844
250
– –
-3,905
8 9
10
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