WBC

Westpac Banking Corp Portfolio holdings

AUM $1.5B
1-Year Est. Return 23.08%
This Quarter Est. Return
1 Year Est. Return
+23.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.55B
AUM Growth
+$490M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$18.1M
3
+$16.1M
4
VTR icon
Ventas
VTR
+$15.1M
5
DHR icon
Danaher
DHR
+$14.1M

Top Sells

1
+$26.2M
2
+$17M
3
+$16.5M
4
KHC icon
Kraft Heinz
KHC
+$15.9M
5
WELL icon
Welltower
WELL
+$14.8M

Sector Composition

1 Technology 16.55%
2 Real Estate 16.11%
3 Financials 13.47%
4 Healthcare 12.56%
5 Consumer Discretionary 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7.26M 0.11%
98,353
-9,760
252
$7.25M 0.11%
147,764
-22,800
253
$7.24M 0.11%
90,548
+8,248
254
$7.15M 0.11%
82,502
-72,018
255
$7.14M 0.11%
54,729
-1,436
256
$7.13M 0.11%
222,387
+14,700
257
$7.1M 0.11%
360,445
+178,837
258
$7.07M 0.11%
157,499
+1,938
259
$7.05M 0.11%
52,678
+5,300
260
$7.01M 0.11%
61,340
+5,407
261
$7.01M 0.11%
75,799
+5,878
262
$6.96M 0.11%
74,406
+2,044
263
$6.93M 0.11%
148,157
-10,456
264
$6.91M 0.11%
365,616
-766
265
$6.9M 0.11%
+43,100
266
$6.89M 0.11%
50,756
+8,800
267
$6.85M 0.1%
301,245
+33,266
268
$6.83M 0.1%
480,609
-88,377
269
$6.82M 0.1%
107,355
-2,500
270
$6.81M 0.1%
48,553
+14,421
271
$6.78M 0.1%
220,764
+131,468
272
$6.75M 0.1%
30,242
-200
273
$6.73M 0.1%
40,268
+2,786
274
$6.71M 0.1%
235,957
-9,500
275
$6.7M 0.1%
478,409
-7,300
9 10
11
12 13