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
276
– –
-104,943
277
– –
-5,649
278
– –
-4,465
279
– –
-5,845
280
– –
-16,749
281
– –
-27,945
282
– –
-153,957
283
– –
-109,759
284
– –
-84,632
285
– –
-56,273
286
– –
-51,258
287
– –
-49,714
288
– –
-22,814
289
– –
-1,942
290
– –
-146,290
291
– –
-56,363
292
– –
-162,040
293
– –
-11,822
294
– –
-39,976
295
– –
-78,633
8 9 10 11
12