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
51
$5.76M 0.6%
267,043
-32,364
52
$5.69M 0.6%
25,885
-10,238
53
$5.68M 0.6%
+49,117
54
$5.66M 0.59%
29,064
-52
55
$5.58M 0.59%
84,771
-75,332
56
$5.56M 0.58%
128,254
-21,155
57
$5.38M 0.56%
+44,261
58
$5.29M 0.56%
+1,586,160
59
$5.11M 0.54%
+47,041
60
$4.92M 0.52%
45,260
+3,660
61
$4.69M 0.49%
29,673
+3,864
62
$4.56M 0.48%
72,842
+3,869
63
$4.53M 0.47%
72,625
+6,667
64
$4.5M 0.47%
113,407
-4,886,593
65
$4.44M 0.47%
22,537
+9,049
66
$4.43M 0.46%
94,060
+4,683
67
$4.42M 0.46%
14,685
+401
68
$4.42M 0.46%
44,695
+24,202
69
$4.32M 0.45%
28,859
+3,753
70
$4.31M 0.45%
25,103
+9,499
71
$4.29M 0.45%
65,550
+2,051
72
$4.28M 0.45%
206,436
+11,715
73
$4.25M 0.45%
+66,358
74
$4.24M 0.44%
+36,489
75
$4.19M 0.44%
+20,547
1 2
3
4 5