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

Top Buys

1
+$244M
2
+$12.6M
3
+$11.6M
4
UNH icon
UnitedHealth
UNH
+$11.2M
5
CI icon
Cigna
CI
+$10.6M

Top Sells

1
+$15.6M
2
+$11.4M
3
+$10.5M
4
CSCO icon
Cisco
CSCO
+$10.1M
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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204
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205
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207
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-76,012
208
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209
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-36,064
210
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211
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212
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-11,664
214
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-16,729
215
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-17,383
5 6 7 8
9