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
301
$4.12M 0.08%
66,195
302
$4.11M 0.08%
92,453
+5,363
303
$4.07M 0.08%
16,195
+10,308
304
$4.02M 0.08%
7,419
305
$4.01M 0.08%
104,137
+34,800
306
$3.96M 0.08%
1,081,694
+401,974
307
$3.95M 0.08%
+215,807
308
$3.91M 0.08%
37,929
+7,089
309
$3.88M 0.08%
228,440
+81,260
310
$3.82M 0.08%
+285,192
311
$3.78M 0.08%
38,686
+9,355
312
$3.78M 0.08%
155,555
+48,200
313
$3.75M 0.07%
42,428
-7,162
314
$3.74M 0.07%
10,726
315
$3.73M 0.07%
51,878
+26,082
316
$3.66M 0.07%
39,483
+4,839
317
$3.63M 0.07%
83,048
+31,310
318
$3.58M 0.07%
193,032
+18,522
319
$3.49M 0.07%
125,543
+46,633
320
$3.4M 0.07%
45,887
+17,247
321
$3.4M 0.07%
25,019
+5,945
322
$3.35M 0.07%
32,347
323
$3.34M 0.07%
64,254
324
$3.32M 0.07%
67,021
-156,973
325
$3.29M 0.07%
32,845
+12,349
11 12
13
14 15