KWILP
Kiwi Wealth Investments Limited Partnership Portfolio holdings
AUM
$126M
1-Year Est. Return
18.28%
This Fund
S&P 500
1 Year Est. Return
+18.28%
AUM
$126M
AUM Growth
-$792M
(-86%)
Holding
41
Top Buys
No buys this quarter
Top Sells
| 1 | +$65.3M | |
| 2 | +$63.7M | |
| 3 | +$55.1M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$55.1M |
| 5 |
Gartner
IT
|
+$48.1M |
Sector Composition
| 1 | Communication Services | 0% |
| 2 | Consumer Discretionary | 0% |
| 3 | Consumer Staples | 0% |
| 4 | Energy | 0% |
| 5 | Financials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Apple
AAPL
$4.51T
| – | – |
-4,192
|
|
||
27
Arthur J. Gallagher & Co
AJG
$55.5B
| – | – |
-43,830
|
|
||
28
Amazon
AMZN
$2.65T
| – | – |
-513,692
|
|
||
29
Boston Scientific
BSX
$72.2B
| – | – |
-779,501
|
|
||
30
Comcast
CMCSA
$85.1B
| – | – |
-225,984
|
|
||
31
CMS Energy
CMS
$22.3B
| – | – |
-181,909
|
|
||
32
Salesforce
CRM
$152B
| – | – |
-210,805
|
|
||
33
Dollar General
DG
$22.9B
| – | – |
-38,216
|
|
||
34
Edwards Lifesciences
EW
$49.5B
| – | – |
-622,715
|
|
||
35
Ferguson
FERG
$44.5B
| – | – |
-40,276
|
|
||
36
Fomento Económico Mexicano
FMX
$41.9B
| – | – |
-112,471
|
|
||
37
Floor & Decor
FND
$5.12B
| – | – |
-356,353
|
|
||
38
Alphabet (Google) Class C
GOOG
$4.46T
| – | – |
-3,380
|
|
||
|
39
Alphabet (Google) Class A
GOOGL
$4.49T
| – | – |
-486,616
|
|
||
40
Humana
HUM
$42B
| – | – |
-17,449
|
|
||
41
Hexcel
HXL
$6.73B
| – | – |
-75,213
|
|