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
$1.36B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$11.4M
3
+$9.33M
4
GPN icon
Global Payments
GPN
+$9.28M
5
SPGI icon
S&P Global
SPGI
+$9.22M

Top Sells

1
+$14M
2
+$13.5M
3
+$10.8M
4
CTAS icon
Cintas
CTAS
+$10.8M
5
BSX icon
Boston Scientific
BSX
+$9.72M

Sector Composition

1 Technology 18.15%
2 Financials 14.99%
3 Consumer Discretionary 12.48%
4 Healthcare 11.91%
5 Communication Services 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.82M 0.28%
+19,814
102
$3.76M 0.28%
61,121
-131
103
$3.58M 0.26%
70,026
-39,165
104
$3.52M 0.26%
28,715
-66
105
$3.5M 0.26%
+219,016
106
$3.44M 0.25%
42,437
+26,671
107
$3.44M 0.25%
24,427
+6,982
108
$3.33M 0.24%
+128,045
109
$3.26M 0.24%
+27,178
110
$3.21M 0.24%
47,660
-164,164
111
$3.2M 0.24%
29,621
+642
112
$3.2M 0.24%
+130,203
113
$3.19M 0.23%
26,500
-2,576
114
$3.03M 0.22%
42,581
+24,629
115
$2.99M 0.22%
11,295
-3,281
116
$2.95M 0.22%
+63,583
117
$2.92M 0.21%
55,296
-15,776
118
$2.91M 0.21%
33,708
+24,643
119
$2.89M 0.21%
132,146
+60,469
120
$2.85M 0.21%
17,823
-953
121
$2.83M 0.21%
+21,619
122
$2.82M 0.21%
21,469
-13,623
123
$2.78M 0.2%
+10,779
124
$2.65M 0.19%
+75,217
125
$2.61M 0.19%
164,815
-6,425
3 4
5
6 7