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
$1.5B
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$53.9M
2
+$45.3M
3
+$33.3M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$21.1M
5
KR icon
Kroger
KR
+$13.9M

Top Sells

1
+$16.5M
2
+$14.5M
3
+$12.9M
4
LULU icon
lululemon athletica
LULU
+$8.99M
5
MRVL icon
Marvell Technology
MRVL
+$8.64M

Sector Composition

1 Technology 22.9%
2 Healthcare 17.39%
3 Financials 12.46%
4 Consumer Discretionary 11.15%
5 Consumer Staples 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
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