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
$918M
AUM Growth
-$700M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$63.7M
2
+$55.1M
3
+$44.7M
4
EW icon
Edwards Lifesciences
EW
+$40.4M
5
CRM icon
Salesforce
CRM
+$32.3M

Top Sells

1
+$92.5M
2
+$69.3M
3
+$60.9M
4
HD icon
Home Depot
HD
+$34.4M
5
AVGO icon
Broadcom
AVGO
+$31M

Sector Composition

1 Healthcare 23.63%
2 Communication Services 16.23%
3 Technology 15.17%
4 Financials 11.55%
5 Consumer Discretionary 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MS icon
176
Morgan Stanley
MS
$276B
– –
-181,556
MU icon
177
Micron Technology
MU
$264B
– –
-18,514
NEE icon
178
NextEra Energy
NEE
$177B
– –
-170,149
NEM icon
179
Newmont
NEM
$97.8B
– –
-52,078
NKE icon
180
Nike
NKE
$97B
– –
-100,788
NSP icon
181
Insperity
NSP
$1.36B
– –
-11,847
NTES icon
182
NetEase
NTES
$89.2B
– –
-21,778
NUE icon
183
Nucor
NUE
$37.7B
– –
-24,781
NVDA icon
184
NVIDIA
NVDA
$4.36T
– –
-334,930
NVR icon
185
NVR
NVR
$21B
– –
-1,463
NXPI icon
186
NXP Semiconductors
NXPI
$57.3B
– –
-28,782
OMC icon
187
Omnicom Group
OMC
$22.5B
– –
-20,918
ORCL icon
188
Oracle
ORCL
$592B
– –
-33,523
PCAR icon
189
PACCAR
PCAR
$57B
– –
-38,882
PEP icon
190
PepsiCo
PEP
$202B
– –
-111,352
PFE icon
191
Pfizer
PFE
$145B
– –
-288,270
PG icon
192
Procter & Gamble
PG
$343B
– –
-175,021
PLD icon
193
Prologis
PLD
$120B
– –
-154,392
PNC icon
194
PNC Financial Services
PNC
$77.6B
– –
-28,090
PSA icon
195
Public Storage
PSA
$48.8B
– –
-29,307
QCOM icon
196
Qualcomm
QCOM
$187B
– –
-35,834
RCKT icon
197
Rocket Pharmaceuticals
RCKT
$361M
– –
-26,734
RCUS icon
198
Arcus Biosciences
RCUS
$3.17B
– –
-55,409
RMBS icon
199
Rambus
RMBS
$10.6B
– –
-8,459
SBUX icon
200
Starbucks
SBUX
$99.1B
– –
-67,813
5 6 7
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