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
$1.14B
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$14.8M
3
+$11.6M
4
CTAS icon
Cintas
CTAS
+$10.2M
5
PEP icon
PepsiCo
PEP
+$8.49M

Top Sells

1
+$14.9M
2
+$11M
3
+$10.3M
4
V icon
Visa
V
+$10.1M
5
EBAY icon
eBay
EBAY
+$8.83M

Sector Composition

1 Technology 17.23%
2 Healthcare 14.96%
3 Consumer Discretionary 14.55%
4 Financials 13.51%
5 Communication Services 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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