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
$1.07B
AUM Growth
+$92.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$29.4M
3
+$22.1M
4
VZ icon
Verizon
VZ
+$21.7M
5
AXP icon
American Express
AXP
+$21M

Top Sells

1
+$58.9M
2
+$52.8M
3
+$19.6M
4
GAP
The Gap Inc
GAP
+$13.7M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$11.8M

Sector Composition

1 Financials 15.38%
2 Communication Services 10.9%
3 Consumer Discretionary 9.37%
4 Consumer Staples 8.75%
5 Technology 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-60,351
77
– –
-588,742
78
– –
-330,196
79
– –
-29,412
80
– –
-97,401
81
– –
-13,491
1 2 3
4