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
$954M
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$14.9M
3
+$14.1M
4
PYPL icon
PayPal
PYPL
+$9.2M
5
PG icon
Procter & Gamble
PG
+$8.31M

Top Sells

1
+$194M
2
+$14.8M
3
+$9.98M
4
AET
Aetna Inc
AET
+$9.05M
5
STI
SunTrust Banks, Inc.
STI
+$8.33M

Sector Composition

1 Healthcare 19.66%
2 Technology 16.74%
3 Consumer Discretionary 14.86%
4 Financials 12.23%
5 Communication Services 11.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.7M 3.64%
271,691
-115,856
2
$34M 3.57%
335,172
+43,048
3
$33.1M 3.47%
840,124
+61,844
4
$31.6M 3.31%
609,340
+93,080
5
$25.6M 2.69%
341,480
-108,520
6
$25.6M 2.68%
194,030
+41,199
7
$22.9M 2.4%
91,747
+5,540
8
$18.9M 1.98%
599,206
+471,623
9
$17.1M 1.8%
90,789
+12,992
10
$15.8M 1.66%
217,080
+79,302
11
$15.4M 1.62%
262,295
-42,525
12
$15.2M 1.6%
+236,674
13
$14.9M 1.57%
315,568
-36,531
14
$14.5M 1.52%
587,864
-89,916
15
$14.3M 1.5%
254,181
+40,313
16
$14.3M 1.5%
146,230
-21,599
17
$14.3M 1.5%
169,694
+109,350
18
$14.1M 1.48%
+154,814
19
$13.6M 1.42%
76,403
-15,358
20
$12.9M 1.35%
178,274
+31,570
21
$12.2M 1.28%
259,219
-338
22
$11.2M 1.18%
85,711
-43,968
23
$10.9M 1.15%
44,091
+9,101
24
$10.7M 1.12%
302,858
-57,607
25
$10.6M 1.11%
96,000
+42,179
1
2 3 4 5