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
101
$2.43M 0.26%
109,538
+27,792
102
$2.4M 0.25%
31,731
-16,403
103
$2.38M 0.25%
18,802
+1,216
104
$2.35M 0.25%
152,589
+9,934
105
$2.32M 0.24%
31,050
-10,681
106
$2.31M 0.24%
35,004
+1,031
107
$2.25M 0.24%
34,286
-5,982
108
$2.21M 0.23%
+167,118
109
$2.15M 0.23%
92,128
+40,979
110
$2.11M 0.22%
109,378
-117,489
111
$2.09M 0.22%
61,127
+10,605
112
$2.06M 0.22%
143,947
+38,460
113
$2.06M 0.22%
7,277
-230
114
$2.04M 0.21%
115,974
+16,485
115
$2.04M 0.21%
+27,684
116
$2.02M 0.21%
50,523
-25,429
117
$2M 0.21%
66,468
+21,551
118
$1.96M 0.21%
+34,823
119
$1.95M 0.2%
+15,717
120
$1.93M 0.2%
115,897
+14,714
121
$1.92M 0.2%
+18,551
122
$1.92M 0.2%
75,607
-8,885
123
$1.91M 0.2%
+92,349
124
$1.89M 0.2%
2,951
-595
125
$1.88M 0.2%
+55,316
3 4
5
6 7