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
51
$7.21M 0.77%
133,500
-108,310
52
$6.94M 0.74%
+62,479
53
$6.86M 0.73%
+74,701
54
$6.42M 0.68%
76,449
-633
55
$6.14M 0.65%
+235,920
56
$5.64M 0.6%
195,072
+67,590
57
$5.16M 0.55%
154,960
-364,499
58
$4.83M 0.52%
83,744
+753
59
$4.49M 0.48%
71,674
+30,823
60
$4.38M 0.47%
+78,320
61
$4.19M 0.45%
+96,056
62
$4.18M 0.45%
+20,976
63
$4.13M 0.44%
93,539
-91,032
64
$4.08M 0.44%
+73,520
65
$4.06M 0.43%
57,866
-58,783
66
$4.06M 0.43%
+211,224
67
$4.04M 0.43%
48,622
+1,910
68
$4.04M 0.43%
+172,399
69
$3.98M 0.42%
98,889
-92,733
70
$3.94M 0.42%
+114,792
71
$3.91M 0.42%
+78,202
72
$3.9M 0.42%
285,848
-227,678
73
$3.89M 0.42%
+40,367
74
$3.83M 0.41%
+449,773
75
$2.13M 0.23%
42,382
+13,165
1 2
3
4