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
$954M
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$14.9M
3
+$14.1M
4
PYPL icon
PayPal
PYPL
+$9.2M
5
PG icon
Procter & Gamble
PG
+$8.31M

Top Sells

1
+$194M
2
+$14.8M
3
+$9.98M
4
AET
Aetna Inc
AET
+$9.05M
5
STI
SunTrust Banks, Inc.
STI
+$8.33M

Sector Composition

1 Healthcare 19.66%
2 Technology 16.74%
3 Consumer Discretionary 14.86%
4 Financials 12.23%
5 Communication Services 11.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.63M 1.01%
42,588
-15,307
27
$9.63M 1.01%
70,340
-6,298
28
$9.52M 1%
128,407
+32,354
29
$8.75M 0.92%
237,012
+76,808
30
$8.43M 0.88%
44,410
-12,755
31
$8.31M 0.87%
+90,356
32
$8.26M 0.87%
+4,793
33
$8.09M 0.85%
260,451
-117,843
34
$7.95M 0.83%
110,270
-43,659
35
$7.76M 0.81%
90,769
-79,793
36
$7.72M 0.81%
+29,392
37
$7.62M 0.8%
+109,790
38
$7.33M 0.77%
+65,040
39
$7.11M 0.75%
171,702
+544
40
$7M 0.73%
156,406
+97,482
41
$6.93M 0.73%
40,359
-11,586
42
$6.93M 0.73%
44,237
+400
43
$6.7M 0.7%
142,768
+93,600
44
$6.26M 0.66%
48,541
-2,585
45
$6.21M 0.65%
+19,263
46
$6.21M 0.65%
+58,250
47
$6.11M 0.64%
73,445
+18,784
48
$6.06M 0.64%
+55,276
49
$6.02M 0.63%
+224,960
50
$5.82M 0.61%
63,137
-2,764
1
2
3 4 5