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
$1.22B
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$11.1M
3
+$10.9M
4
BABA icon
Alibaba
BABA
+$10.7M
5
ROST icon
Ross Stores
ROST
+$10.5M

Top Sells

1
+$15.2M
2
+$14.6M
3
+$12.8M
4
CSX icon
CSX Corp
CSX
+$12.4M
5
KHC icon
Kraft Heinz
KHC
+$11.4M

Sector Composition

1 Financials 11%
2 Consumer Discretionary 10.4%
3 Technology 8.95%
4 Healthcare 6.11%
5 Consumer Staples 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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180
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186
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-37,743
190
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-30,256
4 5 6 7
8