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
$1.02B
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$68.3M
2
+$67.5M
3
+$18.8M
4
DG icon
Dollar General
DG
+$14.4M
5
SPGI icon
S&P Global
SPGI
+$11.8M

Top Sells

1
+$13.1M
2
+$13M
3
+$12.2M
4
HD icon
Home Depot
HD
+$12M
5
CVS icon
CVS Health
CVS
+$11.8M

Sector Composition

1 Financials 10.92%
2 Healthcare 9.97%
3 Consumer Discretionary 9.57%
4 Technology 8.32%
5 Communication Services 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-294,945
127
– –
-44,719
128
– –
-23,704
129
– –
-218,802
130
– –
-204,996
131
– –
-129,197
132
– –
-155,103
133
– –
-315,517
134
– –
-163,194
135
– –
-123,993
136
– –
-54,780
137
– –
-132,059
2 3 4 5
6