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
$1.02B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$12.5M
3
+$11.5M
4
MA icon
Mastercard
MA
+$11.4M
5
SIVB
SVB Financial Group
SIVB
+$11.4M

Top Sells

1
+$13.3M
2
+$9.94M
3
+$9.68M
4
BKNG icon
Booking.com
BKNG
+$9.38M
5
VMW
VMware, Inc
VMW
+$9.03M

Sector Composition

1 Technology 18.4%
2 Financials 16.07%
3 Consumer Discretionary 15.92%
4 Healthcare 9.38%
5 Industrials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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