KWILP
Kiwi Wealth Investments Limited Partnership Portfolio holdings
AUM
$126M
This Quarter Return
+7.61%
1 Year Return
+18.28%
3 Year Return
+28.53%
5 Year Return
+142.73%
10 Year Return
+334.89%
AUM
$1B
AUM Growth
+$1B
(-6%)
Cap. Flow
-$120M
Cap. Flow
% of AUM
-11.98%
Top 10 Holdings %
Top 10 Hldgs %
37.31%
Holding
76
New
8
Increased
29
Reduced
26
Closed
11
Top Buys
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$114M |
| 2 |
Halliburton
HAL
|
$20.8M |
| 3 |
VIAB
Viacom Inc. Class B
VIAB
|
$20.5M |
| 4 |
PARA
Paramount Global Class B
PARA
|
$16.6M |
| 5 |
Comcast
CMCSA
|
$16.6M |
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% |