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
$914M
AUM Growth
+$83.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$13.1M
3
+$10.6M
4
KR icon
Kroger
KR
+$9.71M
5
GILD icon
Gilead Sciences
GILD
+$9.63M

Top Sells

1
+$13.4M
2
+$13.1M
3
+$12.8M
4
MRK icon
Merck
MRK
+$12.5M
5
JPM icon
JPMorgan Chase
JPM
+$11.9M

Sector Composition

1 Technology 17.38%
2 Consumer Discretionary 15.55%
3 Financials 13.71%
4 Healthcare 9.74%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$633K 0.07%
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