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
$1.07B
AUM Growth
+$92.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$29.4M
3
+$22.1M
4
VZ icon
Verizon
VZ
+$21.7M
5
AXP icon
American Express
AXP
+$21M

Top Sells

1
+$58.9M
2
+$52.8M
3
+$19.6M
4
GAP
The Gap Inc
GAP
+$13.7M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$11.8M

Sector Composition

1 Financials 15.38%
2 Communication Services 10.9%
3 Consumer Discretionary 9.37%
4 Consumer Staples 8.75%
5 Technology 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.4M 1.63%
415,154
+26,960
27
$16.6M 1.56%
311,145
+13,411
28
$16.1M 1.51%
135,743
-23,539
29
$15.9M 1.49%
666,658
-124,690
30
$15M 1.4%
367,194
+170,215
31
$14.9M 1.4%
+584,208
32
$14.5M 1.36%
210,864
+110,613
33
$14.4M 1.35%
+526,440
34
$14.2M 1.33%
465,204
+237,561
35
$14M 1.31%
+234,265
36
$13.9M 1.31%
+222,624
37
$12.9M 1.21%
+124,291
38
$11.2M 1.05%
+219,010
39
$10.9M 1.02%
244,894
-242,322
40
$10.8M 1.01%
187,302
+5,742
41
$10.5M 0.99%
1,081,394
-257,229
42
$10.5M 0.98%
+78,205
43
$9.8M 0.92%
259,210
+6,624
44
$8.94M 0.84%
234,545
-163,624
45
$8.94M 0.84%
+180,760
46
$8.69M 0.81%
81,623
-184,366
47
$8.04M 0.75%
603,450
-391,600
48
$7.96M 0.75%
+171,759
49
$7.6M 0.71%
+471,712
50
$7.34M 0.69%
+430,375
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