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
$2.11B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$15.2M
3
+$13.6M
4
MRK icon
Merck
MRK
+$13.1M
5
PSA icon
Public Storage
PSA
+$11.5M

Top Sells

1
+$13.1M
2
+$11.9M
3
+$11.6M
4
TSCO icon
Tractor Supply
TSCO
+$10.9M
5
AAPL icon
Apple
AAPL
+$10.4M

Sector Composition

1 Technology 24.36%
2 Consumer Discretionary 14.05%
3 Financials 13.75%
4 Healthcare 11.91%
5 Communication Services 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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