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
601
$795K 0.01%
5,837
602
$791K 0.01%
13,548
603
$789K 0.01%
16,885
604
$786K 0.01%
4,621
605
$778K 0.01%
32,450
-3,100
606
$759K 0.01%
26,357
607
$747K 0.01%
+22,100
608
$729K 0.01%
20,759
609
$729K 0.01%
4,672
-4,755
610
$724K 0.01%
2,602
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611
$723K 0.01%
7,726
612
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15,740
613
$699K 0.01%
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614
$697K 0.01%
+13,505
615
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+14,881
616
$687K 0.01%
7,658
617
$686K 0.01%
6,694
618
$682K 0.01%
17,369
619
$681K 0.01%
12,206
620
$681K 0.01%
+10,594
621
$674K 0.01%
4,625
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622
$663K 0.01%
49,506
+6,027
623
$663K 0.01%
24,925
624
$661K 0.01%
23,232
625
$660K 0.01%
21,072
23 24
25
26 27