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
501
$1.39M 0.02%
11,191
502
$1.39M 0.02%
15,404
503
$1.38M 0.02%
438,000
+7,200
504
$1.37M 0.02%
84,300
505
$1.36M 0.02%
11,772
506
$1.35M 0.02%
11,481
507
$1.35M 0.02%
26,246
508
$1.35M 0.02%
25,089
+11,244
509
$1.34M 0.02%
9,795
510
$1.34M 0.02%
6,558
511
$1.34M 0.02%
75,406
512
$1.33M 0.02%
14,169
+3,845
513
$1.33M 0.02%
61,165
-5,445
514
$1.33M 0.02%
145,801
+18,660
515
$1.32M 0.02%
22,728
516
$1.31M 0.02%
18,770
+9,697
517
$1.3M 0.02%
31,962
518
$1.28M 0.02%
16,491
519
$1.28M 0.02%
28,636
+12,768
520
$1.25M 0.02%
34,949
521
$1.25M 0.02%
21,962
522
$1.24M 0.02%
62,200
-23,200
523
$1.24M 0.02%
22,285
524
$1.23M 0.02%
8,285
525
$1.21M 0.02%
23,656
19 20
21
22 23