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
276
$6.69M 0.1%
54,937
+1,108
277
$6.63M 0.1%
35,294
+7,494
278
$6.55M 0.1%
195,618
+27,800
279
$6.55M 0.1%
563,796
-379,590
280
$6.47M 0.1%
134,761
-25,901
281
$6.46M 0.1%
75,407
-11,450
282
$6.45M 0.1%
123,147
+13,765
283
$6.39M 0.1%
185,349
+34,900
284
$6.37M 0.1%
+20,300
285
$6.32M 0.1%
98,709
+7,600
286
$6.3M 0.1%
175,662
+59,100
287
$6.28M 0.1%
39,835
-69,402
288
$6.27M 0.1%
107,200
+21,900
289
$6.21M 0.09%
97,887
-2,271
290
$6.14M 0.09%
123,912
-8,500
291
$6.14M 0.09%
114,312
+27,300
292
$6.13M 0.09%
47,772
+4,897
293
$6.03M 0.09%
66,800
+100
294
$6.02M 0.09%
54,230
-1,741
295
$5.9M 0.09%
170,283
+58,817
296
$5.88M 0.09%
91,117
-7,000
297
$5.85M 0.09%
104,184
298
$5.81M 0.09%
157,268
+12,473
299
$5.78M 0.09%
49,392
-2,200
300
$5.62M 0.09%
421,654
+75,500
10 11
12
13 14