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
101
$1.71M 0.16%
48,572
-19,416
102
$1.7M 0.16%
12,872
-2,701
103
$1.69M 0.15%
36,420
104
$1.68M 0.15%
+17,927
105
$1.67M 0.15%
91,588
-55,029
106
$1.67M 0.15%
301,603
+16,144
107
$1.65M 0.15%
+20,236
108
$1.63M 0.15%
23,775
-7,258
109
$1.58M 0.14%
36,431
-7,488
110
$1.51M 0.14%
+68,811
111
$1.48M 0.14%
45,865
-23,920
112
$1.46M 0.13%
2,432
-2,156
113
$1.41M 0.13%
+45,672
114
$1.4M 0.13%
+52,565
115
$1.39M 0.13%
10,027
+402
116
$1.36M 0.12%
+9,155
117
$1.36M 0.12%
+122,135
118
$1.35M 0.12%
37,420
-27,172
119
$1.31M 0.12%
+19,478
120
$1.29M 0.12%
+6,744
121
$1.22M 0.11%
+35,062
122
$1.21M 0.11%
+14,445
123
$1.21M 0.11%
30,144
-35,035
124
$1.2M 0.11%
+58,010
125
$1.2M 0.11%
+14,860
3 4
5
6 7