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
26
$42.7M 0.65%
306,934
+32,589
27
$41.3M 0.63%
169,306
+24,883
28
$40.2M 0.61%
525,098
+26,765
29
$39.3M 0.6%
310,379
+111,235
30
$39.3M 0.6%
821,261
+91,918
31
$37.4M 0.57%
152,033
+1,298
32
$37.4M 0.57%
285,011
+5,561
33
$37.1M 0.57%
1,279,477
+80,640
34
$36.7M 0.56%
413,955
+365,950
35
$36.4M 0.56%
294,778
+146,674
36
$35.9M 0.55%
236,398
+13,149
37
$35.3M 0.54%
503,938
+9,420
38
$35.1M 0.54%
119,558
-10,229
39
$33.5M 0.51%
91,283
+15,162
40
$33.5M 0.51%
612,289
+26,662
41
$33.3M 0.51%
257,897
-62,248
42
$32.7M 0.5%
475,898
+39,124
43
$31.9M 0.49%
1,193,587
+66,380
44
$31.4M 0.48%
392,667
+19,741
45
$31M 0.47%
105,307
+9,387
46
$30.5M 0.47%
116,822
+20,340
47
$30.3M 0.46%
232,079
-5,892
48
$30.2M 0.46%
214,022
-2,040
49
$30.1M 0.46%
636,345
-360,262
50
$29.6M 0.45%
352,056
+9,693
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2
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