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
301
$5.6M 0.09%
24,909
+2,100
302
$5.55M 0.08%
14,033
+1,797
303
$5.47M 0.08%
19,488
-595
304
$5.47M 0.08%
78,840
+3,200
305
$5.45M 0.08%
92,235
+8,154
306
$5.44M 0.08%
72,790
+10,001
307
$5.37M 0.08%
100,715
+4,000
308
$5.28M 0.08%
88,926
-9,593
309
$5.21M 0.08%
34,565
+3,580
310
$5.19M 0.08%
31,606
+8,662
311
$5.14M 0.08%
18,708
+5,889
312
$5.08M 0.08%
37,011
-1,304
313
$5.06M 0.08%
40,428
-2,000
314
$5.04M 0.08%
26,661
-554
315
$5.02M 0.08%
59,564
-1,748
316
$5M 0.08%
364,894
-11,350
317
$4.99M 0.08%
182,603
+39,490
318
$4.95M 0.08%
238,146
-190,375
319
$4.89M 0.07%
88,520
+12,428
320
$4.89M 0.07%
63,277
+8,539
321
$4.81M 0.07%
195,328
+20,326
322
$4.8M 0.07%
493,846
+44,097
323
$4.76M 0.07%
151,278
-52,878
324
$4.75M 0.07%
317,434
325
$4.67M 0.07%
+34,282
11 12
13
14 15