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
126
$1.83M 0.19%
54,842
+11,852
127
$1.79M 0.19%
255,789
+54,651
128
$1.76M 0.18%
29,522
-16,622
129
$1.76M 0.18%
+449,183
130
$1.76M 0.18%
84,975
+22,199
131
$1.73M 0.18%
52,272
+868
132
$1.72M 0.18%
32,900
-3,520
133
$1.71M 0.18%
+31,614
134
$1.69M 0.18%
18,269
+3,294
135
$1.67M 0.18%
+207,370
136
$1.66M 0.17%
+26,434
137
$1.63M 0.17%
27,687
-1,591
138
$1.6M 0.17%
49,053
-8,005
139
$1.58M 0.17%
41,220
-860
140
$1.58M 0.17%
132,079
-37,417
141
$1.51M 0.16%
158,777
+1,756
142
$1.48M 0.15%
+49,696
143
$1.45M 0.15%
+54,712
144
$1.45M 0.15%
22,615
+546
145
$1.44M 0.15%
27,136
-18,472
146
$1.4M 0.15%
39,948
+9,918
147
$1.38M 0.14%
+1,642
148
$1.35M 0.14%
81,871
+12,278
149
$1.32M 0.14%
140,000
+79,052
150
$1.32M 0.14%
192,167
-138,156
4 5
6
7 8