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
326
$4.67M 0.07%
46,812
327
$4.66M 0.07%
17,023
-400
328
$4.65M 0.07%
92,545
-6,568
329
$4.65M 0.07%
72,554
-410
330
$4.62M 0.07%
113,322
331
$4.62M 0.07%
69,266
+18,834
332
$4.6M 0.07%
61,341
-21,041
333
$4.59M 0.07%
206,561
+31,397
334
$4.51M 0.07%
55,805
-1,800
335
$4.47M 0.07%
64,588
+3,262
336
$4.47M 0.07%
1,325
+1,029
337
$4.45M 0.07%
9,487
+1,446
338
$4.41M 0.07%
87,745
+1,065
339
$4.4M 0.07%
80,241
340
$4.38M 0.07%
+116,849
341
$4.32M 0.07%
280,167
-54,805
342
$4.31M 0.07%
77,870
343
$4.26M 0.07%
18,800
+3,276
344
$4.24M 0.06%
25,608
+3,841
345
$4.23M 0.06%
53,571
-2,000
346
$4.16M 0.06%
31,178
+5,891
347
$4.11M 0.06%
22,392
-47,461
348
$4.1M 0.06%
48,118
-2,200
349
$4.1M 0.06%
12,678
350
$4.07M 0.06%
131,130
-511,242
12 13
14
15 16