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
$1.7B
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$18.9M
3
+$14.5M
4
MSFT icon
Microsoft
MSFT
+$14.2M
5
DHR icon
Danaher
DHR
+$13.9M

Top Sells

1
+$11.7M
2
+$8.84M
3
+$8.62M
4
DPZ icon
Domino's
DPZ
+$8.27M
5
CAT icon
Caterpillar
CAT
+$7.51M

Sector Composition

1 Technology 23.84%
2 Consumer Discretionary 17.73%
3 Healthcare 10.91%
4 Financials 10.02%
5 Consumer Staples 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-12,075
252
– –
-15,215
253
– –
-10,239
254
– –
-26,973
255
– –
-21,464
256
– –
-20,017
257
– –
-4,383
258
– –
-32,076
259
– –
-8,629
260
– –
-9,984
261
– –
-29,104
262
– –
-15,892
263
– –
-8,425
264
– –
-83,896
265
– –
-113,341
266
– –
-26,911
267
– –
-38,492
268
– –
-36,588
269
– –
-10,447
270
– –
-39,011
271
– –
-75,416
272
– –
-60,010
273
– –
-87,945
274
– –
-19,578
275
– –
-32,348
9 10
11
12 13