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
176
– –
-19,688
177
– –
-25,290
178
– –
-32,671
179
– –
-71,107
180
– –
-58,595
181
– –
-40,599
182
– –
-16,513
183
– –
-32,882
184
– –
-35,892
185
– –
-484,484
186
– –
-47,351
187
– –
-48,846
188
– –
-85,154
189
– –
-26,978
190
– –
-43,112
191
– –
-79,854
192
– –
-102,113
193
– –
-59,748
194
– –
-32,666
195
– –
-190,860
196
– –
-174,032
197
– –
-101,385
198
– –
-29,049
199
– –
-60,300
200
– –
-82,642
5 6 7
8
9