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
$821M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$22.8M
3
+$20.2M
4
COST icon
Costco
COST
+$19.7M
5
BX icon
Blackstone
BX
+$17.2M

Top Sells

1
+$19.4M
2
+$18.5M
3
+$17.5M
4
MDLZ icon
Mondelez International
MDLZ
+$13.2M
5
MMM icon
3M
MMM
+$13.1M

Sector Composition

1 Financials 26.39%
2 Consumer Discretionary 18.19%
3 Communication Services 11.58%
4 Consumer Staples 9.09%
5 Technology 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-249,213
52
– –
-5,450
53
– –
-223,574
1 2
3