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
$1.16B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$80.1M
2
+$76.2M
3
+$15.5M
4
PFE icon
Pfizer
PFE
+$14M
5
QNST icon
QuinStreet
QNST
+$11.6M

Top Sells

1
+$14.3M
2
+$13.8M
3
+$13.3M
4
IQV icon
IQVIA
IQV
+$13.2M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$13.2M

Sector Composition

1 Consumer Discretionary 10.13%
2 Technology 8.6%
3 Healthcare 7.06%
4 Financials 6.24%
5 Communication Services 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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-65,769
129
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-78,943
133
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-261,853
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-255,477
135
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-202,630
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-31,243
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139
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-515,735
140
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-272,824
148
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-52,495
149
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-113,660
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