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
$983M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$24.8M
3
+$24.1M
4
HBI icon
Hanesbrands
HBI
+$17.4M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$16.8M

Top Sells

1
+$33.1M
2
+$21.3M
3
+$21.2M
4
YHOO
Yahoo Inc
YHOO
+$16.1M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$16.1M

Sector Composition

1 Financials 16.18%
2 Consumer Staples 10.68%
3 Consumer Discretionary 10.33%
4 Communication Services 7.32%
5 Healthcare 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$50.7M 5.16%
939,286
+57,599
2
$36.4M 3.7%
2,190,655
+685,850
3
$35.9M 3.65%
936,760
-197,196
4
$33.5M 3.4%
445,363
-7,446
5
$33.3M 3.39%
459,428
-123,853
6
$33.2M 3.38%
682,309
+189,187
7
$31.4M 3.2%
829,086
-873,681
8
$26.3M 2.68%
399,722
-101,686
9
$25.8M 2.62%
+342,529
10
$25M 2.54%
423,722
+77,138
11
$24.8M 2.53%
+259,696
12
$24.1M 2.45%
+285,049
13
$21.5M 2.19%
691,160
-438,884
14
$19.5M 1.99%
447,598
+15,966
15
$19.4M 1.97%
16,649
+2,734
16
$17.4M 1.77%
+519,459
17
$16.9M 1.72%
147,571
+49,428
18
$16.8M 1.71%
552,915
-1,550
19
$16.8M 1.71%
+482,904
20
$16.7M 1.7%
307,759
-73,049
21
$16.7M 1.7%
787,707
-681,667
22
$16.7M 1.69%
298,568
-277,825
23
$16.6M 1.69%
118,929
-13,725
24
$16.5M 1.68%
+410,199
25
$16.5M 1.67%
522,899
+13,583
1
2 3 4