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
551
$1.01M 0.02%
+8,160
552
$1.01M 0.02%
54,454
553
$1.01M 0.02%
11,589
554
$992K 0.02%
31,151
+12,300
555
$986K 0.02%
55,600
-7,900
556
$978K 0.01%
84,145
+23,400
557
$978K 0.01%
12,243
558
$974K 0.01%
3,418
559
$970K 0.01%
24,090
+7,670
560
$957K 0.01%
19,495
561
$943K 0.01%
25,726
-2,423
562
$940K 0.01%
13,395
563
$936K 0.01%
20,228
+5,968
564
$936K 0.01%
18,710
+1,720
565
$929K 0.01%
11,688
566
$918K 0.01%
15,936
567
$911K 0.01%
28,836
-2,400
568
$911K 0.01%
+4,347
569
$908K 0.01%
+4,005
570
$904K 0.01%
40,362
571
$898K 0.01%
+5,190
572
$898K 0.01%
9,488
+4,876
573
$897K 0.01%
6,183
574
$891K 0.01%
10,558
575
$890K 0.01%
3,962
21 22
23
24 25