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
$1.09B
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$9.67M
3
+$8.16M
4
STI
SunTrust Banks, Inc.
STI
+$8.06M
5
MRK icon
Merck
MRK
+$6.57M

Top Sells

1
+$31.3M
2
+$20.6M
3
+$10.5M
4
AAPL icon
Apple
AAPL
+$9.89M
5
AMZN icon
Amazon
AMZN
+$9.73M

Sector Composition

1 Financials 11.13%
2 Consumer Discretionary 10.43%
3 Technology 8.94%
4 Healthcare 7.33%
5 Communication Services 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.87M 0.81%
152,180
+49,633
27
$8.47M 0.77%
64,039
-36,819
28
$8.32M 0.76%
217,772
-7,496
29
$8.16M 0.75%
+110,631
30
$7.9M 0.72%
68,429
-2,170
31
$7.73M 0.71%
36,558
-11,777
32
$7.48M 0.68%
53,105
-51,716
33
$7.47M 0.68%
126,620
+4,395
34
$6.8M 0.62%
44,823
-16,936
35
$6.77M 0.62%
53,426
+4,378
36
$6.57M 0.6%
+107,353
37
$6.34M 0.58%
+66,059
38
$6.3M 0.58%
35,843
-4,435
39
$5.24M 0.48%
52,299
-90,870
40
$5.17M 0.47%
21,270
-20,621
41
$5.14M 0.47%
55,853
+41,625
42
$5M 0.46%
+47,075
43
$4.98M 0.46%
29,763
-9,205
44
$4.88M 0.45%
82,127
-38,785
45
$4.8M 0.44%
+16,691
46
$4.65M 0.43%
104,214
-86,621
47
$4.65M 0.43%
94,948
-20,990
48
$4.61M 0.42%
147,418
+12,155
49
$4.47M 0.41%
165,677
-52,981
50
$4.16M 0.38%
24,128
-1,257
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