KWILP
Kiwi Wealth Investments Limited Partnership Portfolio holdings
AUM
$126M
1-Year Return
18.28%
This Quarter Return
+15.92%
1 Year Return
+18.28%
3 Year Return
+28.53%
5 Year Return
+142.73%
10 Year Return
+334.89%
AUM
$1.1B
AUM Growth
+$147M
(+15%)
Cap. Flow
+$34.3M
Cap. Flow
% of AUM
3.11%
Top 10 Holdings %
Top 10 Hldgs %
25.76%
Holding
207
New
40
Increased
60
Reduced
67
Closed
39
Top Buys
| 1 |
Accenture
ACN
|
$12.4M |
| 2 |
Cisco
CSCO
|
$11.3M |
| 3 |
Yum! Brands
YUM
|
$11.1M |
| 4 |
HCA Healthcare
HCA
|
$9.88M |
| 5 |
ServiceNow
NOW
|
$8.85M |
Top Sells
| 1 |
Zillow
Z
|
$18.9M |
| 2 |
Cigna
CI
|
$8.43M |
| 3 |
McDonald's
MCD
|
$7.99M |
| 4 |
UnitedHealth
UNH
|
$7.55M |
| 5 |
Home Depot
HD
|
$6.93M |
Sector Composition
| 1 | Technology | 18.85% |
| 2 | Healthcare | 17.42% |
| 3 | Consumer Discretionary | 17.18% |
| 4 | Financials | 10.88% |
| 5 | Communication Services | 9.69% |