WBC

Westpac Banking Corp Portfolio holdings

AUM $1.61B
1-Year Est. Return 27.18%
This Quarter Est. Return
1 Year Est. Return
+27.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
-$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$7.05M
3
+$5.37M
4
DFS
Discover Financial Services
DFS
+$4.14M
5
LH icon
Labcorp
LH
+$3.99M

Top Sells

1
+$10.4M
2
+$10.3M
3
+$8.21M
4
LLY icon
Eli Lilly
LLY
+$6.78M
5
NVDA icon
NVIDIA
NVDA
+$6.63M

Sector Composition

1 Technology 30.95%
2 Financials 12.42%
3 Healthcare 11.9%
4 Consumer Discretionary 10.14%
5 Communication Services 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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