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

Top Buys

1
+$16.6M
2
+$12.9M
3
+$11.1M
4
PEP icon
PepsiCo
PEP
+$9.54M
5
CRM icon
Salesforce
CRM
+$9.5M

Top Sells

1
+$64.3M
2
+$27.7M
3
+$15.8M
4
USB icon
US Bancorp
USB
+$13.4M
5
ACN icon
Accenture
ACN
+$12M

Sector Composition

1 Technology 18.35%
2 Healthcare 14.74%
3 Consumer Discretionary 14.22%
4 Communication Services 11.48%
5 Consumer Staples 11.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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