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

Top Buys

1
+$30.8M
2
+$16.1M
3
+$15.6M
4
ACN icon
Accenture
ACN
+$15.4M
5
HCA icon
HCA Healthcare
HCA
+$14.1M

Top Sells

1
+$20.6M
2
+$19.1M
3
+$18.4M
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
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