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
$918M
AUM Growth
-$700M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$63.7M
2
+$55.1M
3
+$44.7M
4
EW icon
Edwards Lifesciences
EW
+$40.4M
5
CRM icon
Salesforce
CRM
+$32.3M

Top Sells

1
+$92.5M
2
+$69.3M
3
+$60.9M
4
HD icon
Home Depot
HD
+$34.4M
5
AVGO icon
Broadcom
AVGO
+$31M

Sector Composition

1 Healthcare 23.63%
2 Communication Services 16.23%
3 Technology 15.17%
4 Financials 11.55%
5 Consumer Discretionary 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOW icon
151
Lowe's Companies
LOW
$156B
– –
-22,588
LPLA icon
152
LPL Financial
LPLA
$30.3B
– –
-7,225
LRCX icon
153
Lam Research
LRCX
$280B
– –
-22,540
LRN icon
154
Stride
LRN
$3.06B
– –
-27,432
MAR icon
155
Marriott International
MAR
$87.5B
– –
-39,739
MCK icon
156
McKesson
MCK
$104B
– –
-6,638
MCO icon
157
Moody's
MCO
$96.1B
– –
-27,354
MDLZ icon
158
Mondelez International
MDLZ
$73.9B
– –
-56,307
MDT icon
159
Medtronic
MDT
$124B
– –
-24,700
MLM icon
160
Martin Marietta Materials
MLM
$39.3B
– –
-30,222
MOS icon
161
The Mosaic Company
MOS
$8.36B
– –
-29,789
MRK icon
162
Merck
MRK
$270B
– –
-219,516
MRVL icon
163
Marvell Technology
MRVL
$68.2B
– –
-104,923
MS icon
164
Morgan Stanley
MS
$299B
– –
-181,556
MU icon
165
Micron Technology
MU
$408B
– –
-18,514
NEE icon
166
NextEra Energy
NEE
$174B
– –
-170,149
NEM icon
167
Newmont
NEM
$125B
– –
-52,078
NKE icon
168
Nike
NKE
$95.3B
– –
-100,788
NSP icon
169
Insperity
NSP
$1.76B
– –
-11,847
NTES icon
170
NetEase
NTES
$87.4B
– –
-21,778
NUE icon
171
Nucor
NUE
$39.9B
– –
-24,781
NVDA icon
172
NVIDIA
NVDA
$4.53T
– –
-334,930
NVR icon
173
NVR
NVR
$20.7B
– –
-1,463
NXPI icon
174
NXP Semiconductors
NXPI
$59.7B
– –
-28,782
OMC icon
175
Omnicom Group
OMC
$25.1B
– –
-20,918
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7
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