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
$978M
AUM Growth
+$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$67.1M
2
+$64M
3
+$19.3M
4
HD icon
Home Depot
HD
+$18.4M
5
SABR icon
Sabre
SABR
+$16.6M

Top Sells

1
+$36.1M
2
+$24.3M
3
+$22.4M
4
BAC icon
Bank of America
BAC
+$16.9M
5
JPM icon
JPMorgan Chase
JPM
+$10.2M

Sector Composition

1 Financials 15.38%
2 Consumer Discretionary 13.94%
3 Healthcare 10.32%
4 Technology 10.01%
5 Communication Services 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$67.5M 6.9%
643,891
+610,566
2
$67.1M 6.86%
+1,493,457
3
$31M 3.17%
1,137,820
+345,048
4
$24.8M 2.53%
217,142
+17,063
5
$20.2M 2.06%
527,418
-136,984
6
$19.9M 2.04%
140,433
+26,665
7
$19.5M 1.99%
360,297
+15,745
8
$19.3M 1.98%
+364,491
9
$18.4M 1.88%
+137,615
10
$16.6M 1.7%
+574,863
11
$16.6M 1.7%
+343,388
12
$16.4M 1.68%
+345,106
13
$15.9M 1.62%
126,336
+11,296
14
$15.6M 1.6%
+252,067
15
$14.8M 1.51%
221,718
+48,035
16
$14.2M 1.46%
+266,048
17
$14.1M 1.44%
+88,522
18
$13.8M 1.41%
+150,195
19
$13.1M 1.34%
+218,802
20
$13M 1.33%
+131,431
21
$13M 1.33%
115,611
-1,939
22
$12.9M 1.32%
125,649
-7,412
23
$12.2M 1.24%
+315,517
24
$12.1M 1.24%
+219,247
25
$12.1M 1.23%
203,713
-172,031
1
2 3 4 5