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
$5.01B
AUM Growth
+$606M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$21.1M
3
+$19.8M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$19.3M
5
META icon
Meta Platforms (Facebook)
META
+$17.5M

Top Sells

1
+$16.9M
2
+$8.98M
3
+$8.28M
4
VTR icon
Ventas
VTR
+$8.23M
5
IRM icon
Iron Mountain
IRM
+$8.01M

Sector Composition

1 Real Estate 19.21%
2 Financials 14.18%
3 Technology 13.64%
4 Healthcare 12.95%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$732K 0.01%
3,530
552
$727K 0.01%
17,414
553
$724K 0.01%
3,266
554
$722K 0.01%
18,191
555
$718K 0.01%
11,589
556
$716K 0.01%
5,837
557
$710K 0.01%
17,761
558
$709K 0.01%
5,176
559
$699K 0.01%
8,152
560
$698K 0.01%
4,612
561
$695K 0.01%
13,454
562
$693K 0.01%
4,077
563
$692K 0.01%
14,537
564
$690K 0.01%
10,907
565
$682K 0.01%
24,906
566
$682K 0.01%
13,548
567
$678K 0.01%
5,689
568
$674K 0.01%
18,053
569
$668K 0.01%
37,799
570
$658K 0.01%
17,327
571
$654K 0.01%
7,759
572
$650K 0.01%
31,225
+27,534
573
$650K 0.01%
3,428
574
$643K 0.01%
5,703
-5,156
575
$639K 0.01%
20,588
21 22
23
24 25