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
476
– –
-657
477
– –
-3,672
478
– –
-49,609
479
– –
-15,797
480
– –
-26,843
481
– –
-639
482
– –
-1,216
483
– –
-2,060
484
– –
-2,566
485
– –
-3,548
486
– –
-1,577
487
– –
-3,145
488
– –
-7,020
489
– –
-1,785
490
– –
-1,776
491
– –
-1,536
492
– –
-14,794
493
– –
-845
494
– –
-592
495
– –
-385
16 17 18 19
20