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
$954M
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$14.9M
3
+$14.1M
4
PYPL icon
PayPal
PYPL
+$9.2M
5
PG icon
Procter & Gamble
PG
+$8.31M

Top Sells

1
+$194M
2
+$14.8M
3
+$9.98M
4
AET
Aetna Inc
AET
+$9.05M
5
STI
SunTrust Banks, Inc.
STI
+$8.33M

Sector Composition

1 Healthcare 19.66%
2 Technology 16.74%
3 Consumer Discretionary 14.86%
4 Financials 12.23%
5 Communication Services 11.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.16M 0.44%
+26,085
77
$4.16M 0.44%
29,696
+4,140
78
$4.07M 0.43%
+198,924
79
$3.92M 0.41%
57,424
-11,562
80
$3.69M 0.39%
42,501
-18,708
81
$3.68M 0.39%
+144,550
82
$3.64M 0.38%
+28,399
83
$3.64M 0.38%
111,071
-6,601
84
$3.6M 0.38%
18,930
-23,594
85
$3.46M 0.36%
39,069
-1,424
86
$3.44M 0.36%
46,905
-5,575
87
$3.37M 0.35%
35,842
+12,220
88
$3.29M 0.35%
+28,106
89
$3.27M 0.34%
62,867
-27,936
90
$3.19M 0.33%
39,075
+1,186
91
$2.9M 0.3%
173,590
-7,185
92
$2.89M 0.3%
+37,791
93
$2.81M 0.29%
199,295
+85,955
94
$2.74M 0.29%
189,662
-36,442
95
$2.71M 0.28%
66,779
+12,224
96
$2.59M 0.27%
18,865
-1,881
97
$2.56M 0.27%
+30,082
98
$2.51M 0.26%
29,256
-155
99
$2.47M 0.26%
+35,522
100
$2.44M 0.26%
42,931
+1,859
2 3
4
5 6