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
$1.09B
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$9.08M
3
+$7.9M
4
YUM icon
Yum! Brands
YUM
+$7.7M
5
MRK icon
Merck
MRK
+$6.53M

Top Sells

1
+$31M
2
+$20.4M
3
+$10.5M
4
AAPL icon
Apple
AAPL
+$10.2M
5
AMZN icon
Amazon
AMZN
+$9.59M

Sector Composition

1 Financials 11.13%
2 Consumer Discretionary 10.43%
3 Technology 8.94%
4 Healthcare 7.33%
5 Communication Services 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
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