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
$983M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$24.8M
3
+$24.1M
4
HBI icon
Hanesbrands
HBI
+$17.4M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$16.8M

Top Sells

1
+$33.1M
2
+$21.3M
3
+$21.2M
4
YHOO
Yahoo Inc
YHOO
+$16.1M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$16.1M

Sector Composition

1 Financials 16.18%
2 Consumer Staples 10.68%
3 Consumer Discretionary 10.33%
4 Communication Services 7.32%
5 Healthcare 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-50,411
77
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-235,745
78
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-792,301
79
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-336,200
80
– –
-518,022
81
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-590,626
82
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-48,853
83
– –
-69,604
84
– –
-319,735
1 2 3
4