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
51
$4.01M 0.37%
18,086
+2,606
52
$3.78M 0.35%
+49,099
53
$3.73M 0.34%
52,626
-5,159
54
$3.62M 0.33%
46,178
+25,913
55
$3.55M 0.32%
18,855
+1,924
56
$3.45M 0.31%
64,296
-1,647
57
$3.37M 0.31%
+23,826
58
$3.33M 0.3%
+52,262
59
$3.33M 0.3%
+53,362
60
$3.13M 0.29%
+75,687
61
$3.1M 0.28%
56,094
-9,870
62
$3.06M 0.28%
45,387
-5,208
63
$3.03M 0.28%
235,761
+50,452
64
$3M 0.27%
99,750
-22,874
65
$2.97M 0.27%
+71,699
66
$2.93M 0.27%
22,574
-3,249
67
$2.87M 0.26%
83,193
-11,498
68
$2.62M 0.24%
+23,996
69
$2.62M 0.24%
45,648
-11,703
70
$2.62M 0.24%
+149,592
71
$2.58M 0.24%
31,086
-3,670
72
$2.55M 0.23%
29,236
-3,134
73
$2.54M 0.23%
15,694
-2,831
74
$2.54M 0.23%
52,019
-13,005
75
$2.49M 0.23%
59,176
-32,655
1 2
3
4 5