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
$1.06B
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.9M
3
+$11.8M
4
UNH icon
UnitedHealth
UNH
+$11.5M
5
MRK icon
Merck
MRK
+$9.33M

Top Sells

1
+$15.6M
2
+$11.4M
3
+$10.9M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$10.5M
5
BLK icon
Blackrock
BLK
+$9.82M

Sector Composition

1 Technology 18.2%
2 Healthcare 16.07%
3 Financials 15.81%
4 Consumer Discretionary 12.74%
5 Communication Services 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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