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
$978M
AUM Growth
+$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$67.1M
2
+$64M
3
+$19.3M
4
HD icon
Home Depot
HD
+$18.4M
5
SABR icon
Sabre
SABR
+$16.6M

Top Sells

1
+$36.1M
2
+$24.3M
3
+$22.4M
4
BAC icon
Bank of America
BAC
+$16.9M
5
JPM icon
JPMorgan Chase
JPM
+$10.2M

Sector Composition

1 Financials 15.38%
2 Consumer Discretionary 13.94%
3 Healthcare 10.32%
4 Technology 10.01%
5 Communication Services 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12M 1.23%
322,180
-601,320
27
$11.8M 1.2%
+113,347
28
$11.7M 1.2%
+170,259
29
$11.2M 1.15%
+87,156
30
$10.9M 1.12%
325,390
+39,873
31
$10.6M 1.09%
+140,354
32
$10.5M 1.08%
1,157,396
+665,626
33
$9.88M 1.01%
+54,780
34
$9.33M 0.95%
+68,572
35
$9.26M 0.95%
+52,711
36
$9.16M 0.94%
+154,129
37
$8.85M 0.91%
+245,247
38
$8.83M 0.9%
136,836
+72,384
39
$8.77M 0.9%
+159,265
40
$8.62M 0.88%
65,388
-39,363
41
$8.6M 0.88%
112,398
+47,981
42
$8.57M 0.88%
+81,215
43
$8.52M 0.87%
122,795
-8,573
44
$8.51M 0.87%
53,971
-29,958
45
$8.23M 0.84%
+254,006
46
$8.17M 0.84%
+82,254
47
$8.05M 0.82%
+370,547
48
$8.01M 0.82%
+161,347
49
$7.96M 0.81%
100,763
-108,665
50
$7.9M 0.81%
+300,435
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