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
526
$1.21M 0.02%
24,278
527
$1.21M 0.02%
67,265
+13,100
528
$1.21M 0.02%
3,642
529
$1.2M 0.02%
11,568
530
$1.2M 0.02%
15,793
531
$1.19M 0.02%
20,592
532
$1.19M 0.02%
10,055
-3,042
533
$1.18M 0.02%
10,853
534
$1.18M 0.02%
21,593
535
$1.16M 0.02%
34,454
+4,155
536
$1.14M 0.02%
56,947
-156,461
537
$1.14M 0.02%
9,340
538
$1.13M 0.02%
11,248
539
$1.11M 0.02%
31,448
+2,261
540
$1.08M 0.02%
6,301
541
$1.08M 0.02%
23,116
542
$1.08M 0.02%
992
543
$1.08M 0.02%
4,697
544
$1.07M 0.02%
77,604
545
$1.04M 0.02%
36,544
546
$1.04M 0.02%
12,179
547
$1.04M 0.02%
15,190
548
$1.04M 0.02%
21,770
-9,610
549
$1.03M 0.02%
63,520
550
$1.02M 0.02%
6,354
20 21
22
23 24