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
576
$883K 0.01%
+3,081
577
$876K 0.01%
10,559
578
$870K 0.01%
34,421
579
$870K 0.01%
24,735
580
$870K 0.01%
3,162
581
$866K 0.01%
8,509
582
$865K 0.01%
27,924
583
$861K 0.01%
+8,934
584
$860K 0.01%
51,296
-40,578
585
$858K 0.01%
8,739
586
$855K 0.01%
10,545
587
$852K 0.01%
29,406
-70,800
588
$850K 0.01%
8,152
589
$832K 0.01%
11,674
590
$830K 0.01%
14,265
591
$820K 0.01%
7,759
592
$819K 0.01%
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593
$811K 0.01%
5,262
594
$810K 0.01%
11,595
595
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5,546
596
$807K 0.01%
35,641
-23,194
597
$806K 0.01%
27,513
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598
$804K 0.01%
20,773
-19,935
599
$799K 0.01%
5,612
-7,476
600
$797K 0.01%
6,887
22 23
24
25 26