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
$1.73B
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$16.4M
3
+$16.3M
4
JNJ icon
Johnson & Johnson
JNJ
+$15.8M
5
HCA icon
HCA Healthcare
HCA
+$15M

Top Sells

1
+$20.6M
2
+$18.8M
3
+$18.2M
4
MRK icon
Merck
MRK
+$11.4M
5
AWK icon
American Water Works
AWK
+$10.3M

Sector Composition

1 Technology 25.62%
2 Healthcare 15.82%
3 Consumer Discretionary 15.12%
4 Financials 9.32%
5 Communication Services 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-41,475
252
– –
-19,577
253
– –
-46,394
254
– –
-374,783
255
– –
-6,770
256
– –
-29,578
257
– –
-69,463
258
– –
-23,256
259
– –
-69,420
260
– –
-2,277
261
– –
-146,290
262
– –
-56,363
263
– –
-16,204
264
– –
-11,822
265
– –
-39,976
266
– –
-70,833
267
– –
-3,953
268
– –
-12,121
269
– –
-95,212
270
– –
-166,740
271
– –
-2,124
272
– –
-66,931
273
– –
-61,613
274
– –
-14,710
275
– –
-17,012
8 9 10
11
12