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
$978M
AUM Growth
+$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$67.1M
2
+$64M
3
+$19.3M
4
HD icon
Home Depot
HD
+$18.4M
5
SABR icon
Sabre
SABR
+$16.6M

Top Sells

1
+$36.1M
2
+$24.3M
3
+$22.4M
4
BAC icon
Bank of America
BAC
+$16.9M
5
JPM icon
JPMorgan Chase
JPM
+$10.2M

Sector Composition

1 Financials 15.38%
2 Consumer Discretionary 13.94%
3 Healthcare 10.32%
4 Technology 10.01%
5 Communication Services 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.99M 0.41%
81,899
-2,743
77
$3.96M 0.4%
61,731
-933
78
$3.95M 0.4%
28,419
-1,047
79
$3.95M 0.4%
73,012
+6,456
80
$3.92M 0.4%
60,190
-1,074
81
$3.91M 0.4%
59,001
-9,550
82
$3.91M 0.4%
77,020
-1,217
83
$3.9M 0.4%
288,326
-1,252,458
84
$3.88M 0.4%
47,711
+226
85
$3.84M 0.39%
132,059
+23,406
86
$3.82M 0.39%
+129,197
87
$3.82M 0.39%
25,482
+883
88
$3.77M 0.39%
90,246
+11,383
89
$3.75M 0.38%
23,879
+1,884
90
$3.75M 0.38%
+157,080
91
$3.74M 0.38%
43,164
+3,394
92
$3.73M 0.38%
+101,263
93
$3.71M 0.38%
148,338
+25,768
94
$3.7M 0.38%
+131,683
95
$3.69M 0.38%
+123,993
96
$3.69M 0.38%
41,249
-84,150
97
$3.68M 0.38%
+44,719
98
$3.64M 0.37%
330,095
+21,108
99
$3.58M 0.37%
52,062
+5,321
100
$3.09M 0.32%
130,048
1 2 3
4
5