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
376
$3.33M 0.05%
36,098
+11,770
377
$3.31M 0.05%
141,405
+7,003
378
$3.3M 0.05%
270,079
-17,173
379
$3.28M 0.05%
+66,579
380
$3.28M 0.05%
+71,050
381
$3.26M 0.05%
46,245
-92,373
382
$3.26M 0.05%
20,081
+10,042
383
$3.23M 0.05%
65,776
+13,005
384
$3.23M 0.05%
+101,207
385
$3.22M 0.05%
12,354
-1,418
386
$3.2M 0.05%
+143,693
387
$3.14M 0.05%
85,436
+1,560
388
$3.13M 0.05%
53,260
+7,172
389
$3.12M 0.05%
2,839
+14
390
$3.11M 0.05%
+67,064
391
$3.07M 0.05%
117,000
392
$3.06M 0.05%
67,570
+1,000
393
$3.06M 0.05%
109,510
+20,026
394
$3.03M 0.05%
108,136
+22,355
395
$3M 0.05%
38,819
+11,007
396
$2.98M 0.05%
63,704
-36,807
397
$2.96M 0.05%
+94,481
398
$2.91M 0.04%
38,431
+4,255
399
$2.88M 0.04%
106,335
+700
400
$2.83M 0.04%
60,165
+2,138
14 15
16
17 18