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
$1.09B
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$9.67M
3
+$8.16M
4
STI
SunTrust Banks, Inc.
STI
+$8.06M
5
MRK icon
Merck
MRK
+$6.57M

Top Sells

1
+$31.3M
2
+$20.6M
3
+$10.5M
4
AAPL icon
Apple
AAPL
+$9.89M
5
AMZN icon
Amazon
AMZN
+$9.73M

Sector Composition

1 Financials 11.13%
2 Consumer Discretionary 10.43%
3 Technology 8.94%
4 Healthcare 7.33%
5 Communication Services 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.48M 0.23%
25,867
-2,646
77
$2.47M 0.23%
47,615
-10,505
78
$2.46M 0.23%
56,248
-11,844
79
$2.43M 0.22%
15,002
-2,861
80
$2.42M 0.22%
46,374
-5,018
81
$2.38M 0.22%
9,329
-2,592
82
$2.37M 0.22%
41,038
-115,906
83
$2.36M 0.22%
17,476
-5,554
84
$2.35M 0.21%
+22,761
85
$2.3M 0.21%
96,149
-28,111
86
$2.16M 0.2%
55,720
-32,772
87
$2.16M 0.2%
+19,317
88
$2.1M 0.19%
40,138
-24,363
89
$2.03M 0.19%
22,200
-6,998
90
$1.99M 0.18%
+18,554
91
$1.94M 0.18%
20,692
-3,492
92
$1.84M 0.17%
59,651
-24,978
93
$1.83M 0.17%
+11,099
94
$1.82M 0.17%
29,044
-30,052
95
$1.82M 0.17%
19,582
-739
96
$1.8M 0.16%
61,566
-42,548
97
$1.76M 0.16%
19,310
-4,596
98
$1.75M 0.16%
26,986
-14,076
99
$1.72M 0.16%
66,579
-29,371
100
$1.71M 0.16%
+8,326
2 3
4
5 6