KWILP

Kiwi Wealth Investments Limited Partnership Portfolio holdings

AUM $126M
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.85B
AUM Growth
-$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$12.1M
3
+$12.1M
4
AMZN icon
Amazon
AMZN
+$10.7M
5
TSLA icon
Tesla
TSLA
+$9.99M

Top Sells

1
+$80.4M
2
+$15.6M
3
+$12.7M
4
BLK icon
Blackrock
BLK
+$12.4M
5
ETN icon
Eaton
ETN
+$12.4M

Sector Composition

1 Technology 24.87%
2 Consumer Discretionary 15.15%
3 Healthcare 14.78%
4 Financials 12.33%
5 Communication Services 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-51,636
227
– –
-5,324
228
– –
-7,351
229
– –
-71,856
230
– –
-25,275
231
– –
-119,098
232
– –
-36,212
233
– –
-62,732
234
– –
-12,720
235
– –
-26,290
236
– –
-27,735
237
– –
-11,444
238
– –
-7,953
239
– –
-17,095
240
– –
-37,789
241
– –
-3,750
242
– –
-5,311
243
– –
-30,954
244
– –
-48,876
245
– –
-13,118
246
– –
-45,754
247
– –
-48,350
248
– –
-671
249
– –
-4,265
250
– –
-5,674
8 9
10
11 12