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
$1.09B
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$9.67M
3
+$8.16M
4
STI
SunTrust Banks, Inc.
STI
+$8.06M
5
MRK icon
Merck
MRK
+$6.57M

Top Sells

1
+$31.3M
2
+$20.6M
3
+$10.5M
4
AAPL icon
Apple
AAPL
+$9.89M
5
AMZN icon
Amazon
AMZN
+$9.73M

Sector Composition

1 Financials 11.13%
2 Consumer Discretionary 10.43%
3 Technology 8.94%
4 Healthcare 7.33%
5 Communication Services 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$236M 21.54%
1,894,385
-165,293
2
$211M 19.27%
4,059,107
-603,102
3
$20.6M 1.88%
225,143
-1,914
4
$19.8M 1.81%
287,089
-92,626
5
$18.8M 1.72%
281,758
+71,576
6
$18.5M 1.69%
514,292
-274,620
7
$18M 1.65%
742,486
+75,862
8
$14.6M 1.33%
431,755
+25,531
9
$13.7M 1.25%
302,020
+129,440
10
$13.6M 1.24%
89,792
-10,452
11
$13.2M 1.21%
86,228
-33,471
12
$12.3M 1.13%
164,871
-30,584
13
$12.2M 1.11%
190,936
-69,987
14
$12M 1.1%
78,245
+31,113
15
$11.8M 1.08%
63,705
-15,323
16
$11.7M 1.06%
205,470
+142,192
17
$11.4M 1.04%
236,300
-200,960
18
$11.4M 1.04%
146,119
-88,594
19
$11.3M 1.04%
+252,992
20
$11.3M 1.03%
120,713
-34,988
21
$11.3M 1.03%
50,610
-7,996
22
$10.6M 0.97%
145,916
-26,376
23
$10.1M 0.92%
23,951
-86
24
$9.7M 0.89%
5,186
+1,884
25
$9.67M 0.88%
+159,792
1
2 3 4 5