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
$1.54B
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$69.8M
2
+$15.9M
3
+$15.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$9.57M
5
KO icon
Coca-Cola
KO
+$7.5M

Top Sells

1
+$33.4M
2
+$29.9M
3
+$21.1M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$15.8M
5
MCD icon
McDonald's
MCD
+$7.23M

Sector Composition

1 Technology 25.57%
2 Healthcare 16.69%
3 Financials 12.27%
4 Consumer Discretionary 10.8%
5 Consumer Staples 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-104,205
202
– –
-27,430
203
– –
-2,102
204
– –
-4,331
205
– –
-43,558
206
– –
-7,121
207
– –
-41,194
208
– –
-497
209
– –
-44,279
210
– –
-11,978
211
– –
-4,109
212
– –
-4,641
213
– –
-21,773
214
– –
-7,296
215
– –
-48,066
216
– –
-2,241
217
– –
-10,628
218
– –
-2,499
219
– –
-4,241
220
– –
-9,826
221
– –
-5,087
222
– –
-7,795
223
– –
-32,971
224
– –
-12,137
5 6 7 8
9