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
276
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279
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280
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281
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282
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-6,822
283
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-51,699
285
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-14,366
8 9 10 11
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