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
$983M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$24.8M
3
+$24.1M
4
HBI icon
Hanesbrands
HBI
+$17.4M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$16.8M

Top Sells

1
+$33.1M
2
+$21.3M
3
+$21.2M
4
YHOO
Yahoo Inc
YHOO
+$16.1M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$16.1M

Sector Composition

1 Financials 16.18%
2 Consumer Staples 10.68%
3 Consumer Discretionary 10.33%
4 Communication Services 7.32%
5 Healthcare 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.4M 1.67%
+368,469
27
$15.2M 1.55%
100,451
-80,646
28
$14.1M 1.44%
214,672
+28,668
29
$14M 1.43%
165,836
-98,620
30
$14M 1.43%
+185,977
31
$13.6M 1.38%
+127,446
32
$13.5M 1.38%
36,959
+607
33
$13.5M 1.37%
223,079
-112,017
34
$13.1M 1.33%
+209,822
35
$12.8M 1.31%
+680,965
36
$12.1M 1.23%
241,810
+40,018
37
$12.1M 1.23%
211,882
+28,448
38
$11.5M 1.17%
+280,026
39
$11.5M 1.17%
472,905
-414,403
40
$10.2M 1.04%
+177,680
41
$9.85M 1%
+232,986
42
$9.73M 0.99%
+275,240
43
$8.63M 0.88%
82,254
-6,393
44
$8.58M 0.87%
131,118
-66,642
45
$8.51M 0.87%
279,568
+11,606
46
$8.47M 0.86%
176,965
+13,990
47
$8.42M 0.86%
116,649
+4,539
48
$8.27M 0.84%
191,622
-1,826
49
$8.15M 0.83%
260,199
+4,770
50
$8.12M 0.83%
179,992
+16,028
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