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
$1.85B
AUM Growth
-$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$12.1M
3
+$12.1M
4
AMZN icon
Amazon
AMZN
+$10.7M
5
TSLA icon
Tesla
TSLA
+$9.99M

Top Sells

1
+$80.4M
2
+$15.6M
3
+$12.7M
4
BLK icon
Blackrock
BLK
+$12.4M
5
ETN icon
Eaton
ETN
+$12.4M

Sector Composition

1 Technology 24.87%
2 Consumer Discretionary 15.15%
3 Healthcare 14.78%
4 Financials 12.33%
5 Communication Services 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-8,229
277
– –
-26,933
278
– –
-671
8 9 10 11
12