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

Top Buys

1
+$16.9M
2
+$15.8M
3
+$15.3M
4
MCO icon
Moody's
MCO
+$11.5M
5
DPZ icon
Domino's
DPZ
+$11.4M

Top Sells

1
+$16.1M
2
+$10.9M
3
+$10.6M
4
DHR icon
Danaher
DHR
+$9.87M
5
CRM icon
Salesforce
CRM
+$9.81M

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
251
– –
-6,958
252
– –
-51,689
253
– –
-18,732
254
– –
-31,776
255
– –
-14,814
256
– –
-8,869
257
– –
-20,753
258
– –
-15,844
259
– –
-3,905
260
– –
-20,558
261
– –
-143,300
262
– –
-11,070
263
– –
-13,516
264
– –
-86,018
265
– –
-73,553
266
– –
-13,426
267
– –
-117,755
268
– –
-16,985
269
– –
-16,819
270
– –
-206,080
271
– –
-54,741
272
– –
-35,621
273
– –
-10,726
274
– –
-9,588
275
– –
-5,285
8 9 10
11
12