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
$938M
AUM Growth
-$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$34.2M
2
+$16.5M
3
+$13.3M
4
RSG icon
Republic Services
RSG
+$13M
5
HAIN icon
Hain Celestial
HAIN
+$12.1M

Top Sells

1
+$19.4M
2
+$18.5M
3
+$16.8M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$16.7M
5
NLSN
Nielsen Holdings plc
NLSN
+$16.4M

Sector Composition

1 Financials 20.11%
2 Communication Services 12.41%
3 Consumer Staples 10.75%
4 Technology 6.98%
5 Healthcare 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.3M 1.41%
+85,277
27
$13.1M 1.39%
37,768
+809
28
$13M 1.38%
+330,989
29
$12.6M 1.34%
106,174
-41,397
30
$12M 1.27%
+119,932
31
$11.9M 1.27%
324,980
-504,106
32
$11.8M 1.26%
275,016
-5,010
33
$11.8M 1.26%
567,345
-113,620
34
$11.8M 1.25%
186,517
-25,365
35
$11.4M 1.22%
+153,638
36
$11.4M 1.21%
169,380
+38,262
37
$11M 1.17%
201,950
+24,270
38
$10.1M 1.07%
222,667
-10,319
39
$8.9M 0.95%
78,008
-4,246
40
$8.86M 0.94%
+94,409
41
$8.65M 0.92%
102,449
-63,387
42
$8.52M 0.91%
260,899
-18,669
43
$8.47M 0.9%
165,089
-14,903
44
$8.44M 0.9%
209,842
-65,398
45
$8.28M 0.88%
486,528
-32,985
46
$8.26M 0.88%
+261,518
47
$8.26M 0.88%
385,961
-401,746
48
$8.02M 0.86%
165,709
+5,579
49
$7.98M 0.85%
259,992
-207
50
$7.94M 0.85%
78,098
+5,832
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