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
$1B
AUM Growth
-$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$31M
3
+$23.6M
4
WBA
Walgreens Boots Alliance
WBA
+$17.7M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$17.5M

Top Sells

1
+$114M
2
+$20.8M
3
+$20.5M
4
PARA
Paramount Global Class B
PARA
+$16.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$16.3M

Sector Composition

1 Financials 14.96%
2 Consumer Discretionary 11.77%
3 Consumer Staples 9.53%
4 Technology 7.04%
5 Communication Services 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-180,760
1 2 3
4