KWILP
Kiwi Wealth Investments Limited Partnership Portfolio holdings
AUM
$126M
1-Year Return
18.28%
This Quarter Return
-11.58%
1 Year Return
+18.28%
3 Year Return
+28.53%
5 Year Return
+142.73%
10 Year Return
+334.89%
AUM
$954M
AUM Growth
-$111M
(-10%)
Cap. Flow
-$181M
Cap. Flow
% of AUM
-18.94%
Top 10 Holdings %
Top 10 Hldgs %
27.2%
Holding
219
New
46
Increased
61
Reduced
60
Closed
52
Top Buys
| 1 |
Starbucks
SBUX
|
$15.2M |
| 2 |
Zillow
Z
|
$14.9M |
| 3 |
Medtronic
MDT
|
$14.1M |
| 4 |
PayPal
PYPL
|
$9.2M |
| 5 |
Procter & Gamble
PG
|
$8.31M |
Top Sells
| 1 |
Morgan Stanley
MS
|
$194M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$14.8M |
| 3 |
XPO
XPO
|
$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% |
