WBC

Westpac Banking Corp Portfolio holdings

AUM $1.58B
1-Year Est. Return 28.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.01B
AUM Growth
+$606M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$21.1M
3
+$19.8M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$19.3M
5
META icon
Meta Platforms (Facebook)
META
+$17.5M

Top Sells

1
+$16.9M
2
+$8.98M
3
+$8.28M
4
VTR icon
Ventas
VTR
+$8.23M
5
IRM icon
Iron Mountain
IRM
+$8.01M

Sector Composition

1 Real Estate 19.21%
2 Financials 14.18%
3 Technology 13.64%
4 Healthcare 12.95%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5.28M 0.11%
109,969
+50,399
277
$5.24M 0.1%
398,818
+89,191
278
$5.17M 0.1%
18,872
+4,843
279
$5.15M 0.1%
378,616
280
$5.11M 0.1%
66,423
281
$4.96M 0.1%
612,077
282
$4.79M 0.1%
26,263
+3,426
283
$4.72M 0.09%
21,483
+3,559
284
$4.67M 0.09%
126,390
+2,405
285
$4.67M 0.09%
86,466
286
$4.66M 0.09%
170,588
+122,388
287
$4.6M 0.09%
84,580
+8,259
288
$4.57M 0.09%
124,245
+16,077
289
$4.54M 0.09%
76,643
290
$4.41M 0.09%
223,024
+1,491
291
$4.39M 0.09%
83,262
+20,095
292
$4.35M 0.09%
136,984
+36,200
293
$4.31M 0.09%
33,421
-7,023
294
$4.29M 0.09%
19,858
295
$4.24M 0.08%
25,305
+9,610
296
$4.23M 0.08%
257,082
+40,719
297
$4.2M 0.08%
190,876
+31,560
298
$4.19M 0.08%
100,410
299
$4.17M 0.08%
63,763
+4,403
300
$4.14M 0.08%
17,224
10 11
12
13 14