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
$1.23B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$12M
3
+$11.3M
4
MCD icon
McDonald's
MCD
+$9.89M
5
ORLY icon
O'Reilly Automotive
ORLY
+$8.71M

Top Sells

1
+$16.6M
2
+$11.4M
3
+$11.2M
4
AAPL icon
Apple
AAPL
+$9.24M
5
COST icon
Costco
COST
+$8.9M

Sector Composition

1 Technology 19.69%
2 Consumer Discretionary 15.53%
3 Healthcare 12.59%
4 Consumer Staples 11.87%
5 Financials 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$292K 0.02%
+2,102
202
$270K 0.02%
1,305
-11,975
203
$139K 0.01%
2,226
-30,310
204
– –
-9,091
205
– –
-7,909
206
– –
-807,717
207
– –
-1,955
208
– –
-518,850
209
– –
-39,283
210
– –
-108,593
211
– –
-11,015
212
– –
-47,558
213
– –
-21,805
214
– –
-26,011
215
– –
-12,217
216
– –
-90,414
217
– –
-2,054
218
– –
-44,195
219
– –
-40,240
220
– –
-23,253
221
– –
-38,148
222
– –
-68,887
223
– –
-90,019
224
– –
-42,165
225
– –
-88,654
6 7 8
9
10