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
$6.71B
AUM Growth
+$906M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$18.4M
3
+$10.9M
4
WELL icon
Welltower
WELL
+$10.2M
5
RMD icon
ResMed
RMD
+$9.8M

Top Sells

1
+$36.1M
2
+$19.7M
3
+$18.7M
4
META icon
Meta Platforms (Facebook)
META
+$17.3M
5
DXCM icon
DexCom
DXCM
+$16.7M

Sector Composition

1 Technology 20.6%
2 Financials 12.61%
3 Healthcare 12.57%
4 Real Estate 12.52%
5 Consumer Discretionary 11.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$35.2M 0.52%
315,290
+31,420
27
$34.8M 0.52%
96,040
-5,070
28
$34.5M 0.51%
740,668
+117,814
29
$32.8M 0.49%
545,824
+100,168
30
$32.4M 0.48%
181,770
+6,700
31
$32.3M 0.48%
1,357,976
+147,827
32
$31.9M 0.48%
82,344
-16,462
33
$31.7M 0.47%
147,841
-4,260
34
$31.2M 0.46%
192,058
+7,933
35
$31M 0.46%
795,977
-48,325
36
$30.1M 0.45%
219,938
-18,829
37
$30M 0.45%
42,775
-5,186
38
$30M 0.45%
480,478
+26,244
39
$29.5M 0.44%
339,849
-20,959
40
$29M 0.43%
241,761
-19,373
41
$29M 0.43%
153,875
-17,862
42
$28.9M 0.43%
391,171
-22,649
43
$28.5M 0.43%
342,704
+114,420
44
$28.4M 0.42%
712,287
-73,212
45
$28.1M 0.42%
182,020
+30,285
46
$27.9M 0.42%
208,281
+9,861
47
$27.5M 0.41%
662,828
+165,983
48
$26.6M 0.4%
291,903
-28,051
49
$26.5M 0.4%
512,343
+196,162
50
$26.3M 0.39%
140,334
-67,576
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2
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