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
101
$2.97M 0.3%
+35,143
102
$1.66M 0.17%
65,024
103
$1.39M 0.14%
36,420
104
$1.27M 0.13%
+64,950
105
$1.11M 0.11%
19,515
106
$412K 0.04%
26,895
+1,680
107
– –
-279,630
108
– –
-173,233
109
– –
-442,236
110
– –
-413,874
111
– –
-2,238,245
112
– –
-93,424
113
– –
-46,805
114
– –
-82,475
1 2 3 4
5