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
$830M
AUM Growth
-$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$13.1M
3
+$12.8M
4
AMT icon
American Tower
AMT
+$8.87M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$8.37M

Top Sells

1
+$197M
2
+$197M
3
+$9.7M
4
INTC icon
Intel
INTC
+$9.52M
5
SBUX icon
Starbucks
SBUX
+$8.87M

Sector Composition

1 Financials 14.37%
2 Technology 14.32%
3 Consumer Discretionary 13.47%
4 Healthcare 11.45%
5 Communication Services 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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