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
$938M
AUM Growth
-$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$34.2M
2
+$16.5M
3
+$13.3M
4
RSG icon
Republic Services
RSG
+$13M
5
HAIN icon
Hain Celestial
HAIN
+$12.1M

Top Sells

1
+$19.4M
2
+$18.5M
3
+$16.8M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$16.7M
5
NLSN
Nielsen Holdings plc
NLSN
+$16.4M

Sector Composition

1 Financials 20.11%
2 Communication Services 12.41%
3 Consumer Staples 10.75%
4 Technology 6.98%
5 Healthcare 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43M 4.59%
803,440
-135,846
2
$35.5M 3.79%
979,508
+42,748
3
$35.3M 3.77%
2,176,265
-14,390
4
$34.2M 3.64%
+398,472
5
$33.1M 3.53%
709,625
+27,316
6
$32.7M 3.49%
427,801
-17,562
7
$32.7M 3.49%
439,546
-19,882
8
$25.7M 2.74%
393,117
-6,605
9
$24.5M 2.61%
415,078
-8,644
10
$20.6M 2.19%
226,797
-115,732
11
$19.3M 2.06%
293,295
+183,108
12
$19.2M 2.04%
135,470
+16,541
13
$18.4M 1.96%
136,287
+35,836
14
$16.9M 1.8%
248,783
+25,704
15
$16.8M 1.79%
530,991
+8,092
16
$16.6M 1.77%
554,730
+1,815
17
$16.6M 1.77%
295,199
-12,560
18
$16.5M 1.76%
+121,038
19
$16.2M 1.72%
385,278
-24,921
20
$16.1M 1.71%
512,144
-179,016
21
$15.4M 1.65%
176,690
-108,359
22
$14.8M 1.58%
341,732
-105,866
23
$14.5M 1.54%
113,482
-13,964
24
$14.1M 1.5%
181,112
-4,865
25
$13.5M 1.44%
144,530
-115,166
1
2 3 4