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
451
$1.27M 0.03%
45,524
+19,242
452
$1.26M 0.03%
64,237
453
$1.25M 0.02%
24,278
454
$1.24M 0.02%
16,513
455
$1.24M 0.02%
7,253
456
$1.24M 0.02%
24,286
457
$1.22M 0.02%
14,206
+10,970
458
$1.22M 0.02%
40,362
+17,393
459
$1.22M 0.02%
39,380
+18,900
460
$1.21M 0.02%
21,263
+9,498
461
$1.21M 0.02%
22,285
-7,804
462
$1.21M 0.02%
13,634
463
$1.21M 0.02%
20,493
464
$1.19M 0.02%
42,540
+13,090
465
$1.16M 0.02%
19,040
466
$1.16M 0.02%
10,943
467
$1.11M 0.02%
11,227
468
$1.11M 0.02%
5,484
469
$1.1M 0.02%
72,109
+6,660
470
$1.09M 0.02%
8,216
471
$1.07M 0.02%
21,593
+1,179
472
$1.07M 0.02%
17,541
473
$1.05M 0.02%
40,697
+19,129
474
$1.05M 0.02%
11,328
475
$1.04M 0.02%
28,770
17 18
19
20 21