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
$1.5B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$5.98M
3
+$5.46M
4
COF icon
Capital One
COF
+$5.15M
5
MSCI icon
MSCI
MSCI
+$5M

Top Sells

1
+$7.28M
2
+$5.26M
3
+$5.18M
4
HCA icon
HCA Healthcare
HCA
+$4.84M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.54M

Sector Composition

1 Technology 33.97%
2 Financials 13.45%
3 Consumer Discretionary 11.1%
4 Communication Services 10.19%
5 Healthcare 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$199K 0.01%
4,444
+1,568
352
$197K 0.01%
257
+44
353
$193K 0.01%
2,502
+61
354
$192K 0.01%
1,786
-36,408
355
$182K 0.01%
416
+123
356
$180K 0.01%
4,184
-3,204
357
$179K 0.01%
2,742
-37,719
358
$178K 0.01%
1,401
359
$178K 0.01%
2,234
-52,826
360
$177K 0.01%
729
+228
361
$176K 0.01%
8,654
+3,714
362
$175K 0.01%
1,920
363
$170K 0.01%
709
-38
364
$170K 0.01%
3,244
365
$167K 0.01%
781
+87
366
$167K 0.01%
1,674
-73
367
$162K 0.01%
3,969
-229
368
$160K 0.01%
+1,293
369
$158K 0.01%
720
370
$157K 0.01%
873
-17,612
371
$157K 0.01%
264
+35
372
$155K 0.01%
3,978
-140
373
$155K 0.01%
6,000
374
$155K 0.01%
290
375
$155K 0.01%
1,397
13 14
15
16 17