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
$995M
AUM Growth
-$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.6M
3
+$10.4M
4
PEP icon
PepsiCo
PEP
+$8.48M
5
CRM icon
Salesforce
CRM
+$7.98M

Top Sells

1
+$53.6M
2
+$23.7M
3
+$15.2M
4
USB icon
US Bancorp
USB
+$13.4M
5
ACN icon
Accenture
ACN
+$12M

Sector Composition

1 Technology 18.58%
2 Healthcare 14.74%
3 Consumer Discretionary 14.22%
4 Consumer Staples 11.33%
5 Communication Services 11.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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