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
$1.07B
AUM Growth
+$92.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$29.4M
3
+$22.1M
4
VZ icon
Verizon
VZ
+$21.7M
5
AXP icon
American Express
AXP
+$21M

Top Sells

1
+$58.9M
2
+$52.8M
3
+$19.6M
4
GAP
The Gap Inc
GAP
+$13.7M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$11.8M

Sector Composition

1 Financials 15.38%
2 Communication Services 10.9%
3 Consumer Discretionary 9.37%
4 Consumer Staples 8.75%
5 Technology 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$114M 10.65%
2,861,321
+185,636
2
$43.5M 4.08%
823,581
+69,058
3
$37.7M 3.53%
589,513
+118,711
4
$31.7M 2.97%
1,218,686
-311,630
5
$29.9M 2.8%
+855,889
6
$29.4M 2.75%
+553,159
7
$25M 2.34%
990,744
-157,324
8
$24.7M 2.32%
410,798
+12,871
9
$24.6M 2.3%
914,002
-55,794
10
$24.3M 2.27%
842,988
+105,609
11
$23M 2.16%
183,785
+1,529
12
$22.5M 2.11%
434,212
+17,533
13
$22.1M 2.07%
+1,430,065
14
$21.7M 2.04%
+434,721
15
$21M 1.96%
+239,460
16
$20.8M 1.94%
321,701
+59,207
17
$20.5M 1.92%
266,048
+20,918
18
$20.1M 1.88%
17,332
-88
19
$20M 1.87%
60,859
+2,203
20
$19.9M 1.87%
1,864,536
+152,979
21
$19.7M 1.85%
369,636
+27,032
22
$19.1M 1.79%
135,833
-12,049
23
$18.6M 1.74%
435,335
+19,464
24
$18M 1.68%
475,964
-209,806
25
$17.9M 1.67%
342,610
-226,022
1
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