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
$918M
AUM Growth
-$700M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$62.9M
2
+$56.4M
3
+$46.8M
4
IT icon
Gartner
IT
+$45.4M
5
FND icon
Floor & Decor
FND
+$36.3M

Top Sells

1
+$99.1M
2
+$72.5M
3
+$60M
4
HD icon
Home Depot
HD
+$34.4M
5
AVGO icon
Broadcom
AVGO
+$31M

Sector Composition

1 Healthcare 23.63%
2 Communication Services 16.23%
3 Technology 15.17%
4 Financials 11.55%
5 Consumer Discretionary 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMN icon
76
AMN Healthcare
AMN
$782M
– –
-11,731
AMT icon
77
American Tower
AMT
$82.4B
– –
-44,753
AN icon
78
AutoNation
AN
$6.96B
– –
-5,630
LLY icon
79
Eli Lilly
LLY
$788B
– –
-52,429
LNG icon
80
Cheniere Energy
LNG
$53.5B
– –
-24,513
NKE icon
81
Nike
NKE
$66.5B
– –
-100,788
A icon
82
Agilent Technologies
A
$32.6B
– –
-29,332
ABBV icon
83
AbbVie
ABBV
$349B
– –
-53,661
ABT icon
84
Abbott
ABT
$159B
– –
-66,868
ACN icon
85
Accenture
ACN
$108B
– –
-56,825
ADBE icon
86
Adobe
ADBE
$97.3B
– –
-18,751
ADP icon
87
Automatic Data Processing
ADP
$78.8B
– –
-25,194
AMAT icon
88
Applied Materials
AMAT
$331B
– –
-14,002
AMGN icon
89
Amgen
AMGN
$186B
– –
-13,988
ANF icon
90
Abercrombie & Fitch
ANF
$3.92B
– –
-57,051
AON icon
91
Aon
AON
$69B
– –
-39,711
APH icon
92
Amphenol
APH
$184B
– –
-217,720
ARCB icon
93
ArcBest
ARCB
$2.7B
– –
-12,361
ASH icon
94
Ashland
ASH
$2.62B
– –
-30,002
AVGO icon
95
Broadcom
AVGO
$1.96T
– –
-357,480
AXP icon
96
American Express
AXP
$214B
– –
-14,978
AZO icon
97
AutoZone
AZO
$58.8B
– –
-715
BAC icon
98
Bank of America
BAC
$372B
– –
-644,948
BBD icon
99
Banco Bradesco
BBD
$41.6B
– –
-203,609
BCO icon
100
Brink's
BCO
$4.59B
– –
-10,821
2 3
4
5 6