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
26
$9.84M 0.66%
301,787
+136,700
27
$9.7M 0.65%
106,760
+22,244
28
$9.59M 0.64%
86,460
+2,027
29
$9.54M 0.64%
120,576
+3,253
30
$9.3M 0.62%
45,695
-2,130
31
$9.17M 0.61%
43,079
+27,612
32
$8.86M 0.59%
157,727
+21,906
33
$8.8M 0.59%
96,443
-14,556
34
$8.64M 0.58%
135,754
+1,643
35
$8.57M 0.57%
57,806
+13,982
36
$8.42M 0.56%
47,473
-5,891
37
$8.26M 0.55%
44,360
+3,374
38
$8.24M 0.55%
58,062
+33,070
39
$8.23M 0.55%
26,702
-545
40
$8.2M 0.55%
36,979
+391
41
$8.16M 0.55%
79,781
-378
42
$8.03M 0.54%
412,070
-31,383
43
$7.96M 0.53%
75,761
-2,730
44
$7.88M 0.53%
28,240
-762
45
$7.56M 0.51%
29,359
+7,104
46
$7.49M 0.5%
10,223
-1,140
47
$7.47M 0.5%
8,344
+7,259
48
$7.38M 0.49%
19,083
-425
49
$7.31M 0.49%
157,882
-821
50
$7.28M 0.49%
18,394
-237
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