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
51
$7.87M 0.8%
+141,882
52
$7.5M 0.77%
+69,332
53
$6.62M 0.68%
+163,194
54
$6.56M 0.67%
+8,231
55
$6.34M 0.65%
222,636
+72,977
56
$6.22M 0.64%
+155,103
57
$5.95M 0.61%
204,996
-97,137
58
$5.38M 0.55%
+294,945
59
$5.32M 0.54%
+167,060
60
$4.96M 0.51%
166,940
-219,360
61
$4.65M 0.48%
+143,671
62
$4.59M 0.47%
+90,922
63
$4.43M 0.45%
133,615
+489
64
$4.39M 0.45%
+23,704
65
$4.33M 0.44%
137,765
-9,789
66
$4.26M 0.44%
59,072
-6,858
67
$4.25M 0.44%
+594,145
68
$4.2M 0.43%
22,021
+1,537
69
$4.16M 0.43%
101,794
-9,906
70
$4.13M 0.42%
52,918
-6,023
71
$4.13M 0.42%
69,569
-7,550
72
$4.12M 0.42%
106,317
+3,905
73
$4.11M 0.42%
65,736
-1,064
74
$4.1M 0.42%
+62,650
75
$4.05M 0.41%
+147,555
1 2
3
4 5