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
151
$1.3M 0.14%
85,574
-53,063
152
$1.26M 0.13%
66,908
-64,748
153
$1.17M 0.12%
15,542
-23,652
154
$1.11M 0.12%
75,778
-3,886
155
$1.02M 0.11%
+25,750
156
$904K 0.09%
+16,997
157
$904K 0.09%
+33,397
158
$879K 0.09%
+2,354
159
$843K 0.09%
31,341
-1,386
160
$836K 0.09%
+13,968
161
$773K 0.08%
+11,458
162
$759K 0.08%
9,188
+1,155
163
$746K 0.08%
17,092
-105
164
$733K 0.08%
7,855
+1,121
165
$664K 0.07%
9,737
+146
166
$585K 0.06%
11,438
-7,529
167
$371K 0.04%
8,533
-50,210
168
– –
-36,441
169
– –
-13,448
170
– –
-8,293
171
– –
-87,388
172
– –
-15,558
173
– –
-35,414
174
– –
-164,920
175
– –
-15,487
5 6
7
8 9