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
$1.45B
AUM Growth
-$405M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$10.2M
3
+$9.49M
4
MRVL icon
Marvell Technology
MRVL
+$9.42M
5
JNJ icon
Johnson & Johnson
JNJ
+$9.21M

Top Sells

1
+$17.7M
2
+$17.4M
3
+$12.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$12.6M
5
KO icon
Coca-Cola
KO
+$11.1M

Sector Composition

1 Technology 26.98%
2 Healthcare 17.34%
3 Consumer Discretionary 13.22%
4 Financials 11.55%
5 Communication Services 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
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