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
351
$2.78M 0.06%
25,765
+8,702
352
$2.78M 0.06%
45,620
+8,057
353
$2.77M 0.06%
101,280
+19,792
354
$2.75M 0.05%
52,771
355
$2.74M 0.05%
39,945
+10,917
356
$2.71M 0.05%
36,962
+19,692
357
$2.7M 0.05%
32,665
358
$2.69M 0.05%
80,265
+28,503
359
$2.66M 0.05%
+115,000
360
$2.62M 0.05%
33,656
+12,306
361
$2.57M 0.05%
41,281
362
$2.57M 0.05%
36,697
+20,021
363
$2.56M 0.05%
+8,806
364
$2.55M 0.05%
159,499
+121,320
365
$2.53M 0.05%
116,400
-3,600
366
$2.52M 0.05%
36,528
+1,800
367
$2.48M 0.05%
74,100
368
$2.47M 0.05%
67,396
369
$2.45M 0.05%
135,539
+71,589
370
$2.43M 0.05%
16,763
-4,736
371
$2.4M 0.05%
33,372
+9,710
372
$2.39M 0.05%
111,696
+36,600
373
$2.37M 0.05%
116,390
+32,173
374
$2.36M 0.05%
57,611
+50,400
375
$2.35M 0.05%
27,583
+20,151
13 14
15
16 17