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
$938M
AUM Growth
-$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$34.2M
2
+$16.5M
3
+$13.3M
4
RSG icon
Republic Services
RSG
+$13M
5
HAIN icon
Hain Celestial
HAIN
+$12.1M

Top Sells

1
+$19.4M
2
+$18.5M
3
+$16.8M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$16.7M
5
NLSN
Nielsen Holdings plc
NLSN
+$16.4M

Sector Composition

1 Financials 20.11%
2 Communication Services 12.41%
3 Consumer Staples 10.75%
4 Technology 6.98%
5 Healthcare 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.11M 0.23%
19,743
+5,695
77
$947K 0.1%
4,570
78
$821K 0.09%
19,515
-195,157
79
– –
-30,781
80
– –
-16,649
81
– –
-176,965
82
– –
-209,822
83
– –
-472,905
84
– –
-482,904
85
– –
-133,477
86
– –
-197,041
87
– –
-20,280
88
– –
-298,568
89
– –
-368,469
1 2 3
4