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
$4.4B
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$12.4M
3
+$11.9M
4
IRM icon
Iron Mountain
IRM
+$11.4M
5
LUV icon
Southwest Airlines
LUV
+$11.1M

Top Sells

1
+$45.3M
2
+$42.5M
3
+$32.1M
4
CNI icon
Canadian National Railway
CNI
+$18.7M
5
SLB icon
SLB Ltd
SLB
+$15.1M

Sector Composition

1 Real Estate 20.98%
2 Financials 13.55%
3 Technology 13.12%
4 Healthcare 12.55%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$746K 0.02%
9,953
527
$743K 0.02%
11,589
528
$740K 0.02%
8,303
529
$739K 0.02%
624
530
$738K 0.02%
12,398
531
$737K 0.02%
13,845
532
$736K 0.02%
17,598
533
$729K 0.02%
4,672
534
$727K 0.02%
6,694
535
$724K 0.02%
4,099
536
$723K 0.02%
+5,689
537
$720K 0.02%
11,765
-200
538
$718K 0.02%
48,784
-560,000
539
$714K 0.02%
7,432
540
$710K 0.02%
6,200
541
$707K 0.02%
11,174
542
$706K 0.02%
24,906
543
$706K 0.02%
10,907
544
$705K 0.02%
7,759
545
$705K 0.02%
17,327
546
$704K 0.02%
13,454
547
$704K 0.02%
3,428
548
$699K 0.02%
8,255
549
$694K 0.02%
8,152
550
$694K 0.02%
3,266
20 21
22
23 24