KWILP

Kiwi Wealth Investments Limited Partnership Portfolio holdings

AUM $126M
1-Year Est. Return 18.28%
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$975M
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$41M
3
+$29.4M
4
GILD icon
Gilead Sciences
GILD
+$22.1M
5
HAL icon
Halliburton
HAL
+$18.6M

Top Sells

1
+$24.9M
2
+$21.3M
3
+$20.8M
4
DPZ icon
Domino's
DPZ
+$19.8M
5
BX icon
Blackstone
BX
+$17.6M

Sector Composition

1 Consumer Discretionary 14.53%
2 Financials 12.57%
3 Consumer Staples 9.42%
4 Communication Services 9.16%
5 Technology 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$325K 0.03%
20,280
52
$211K 0.02%
2,014
-178
53
– –
-213,996
54
– –
-537,980
55
– –
-257,094
56
– –
-1,494,248
57
– –
-136,420
58
– –
-41,723
59
– –
-433,341
60
– –
-191,413
61
– –
-150,601
1 2
3