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
$7.77B
AUM Growth
+$577M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
912
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$16M
3
+$15.2M
4
TMUS icon
T-Mobile US
TMUS
+$13M
5
MMM icon
3M
MMM
+$12.7M

Top Sells

1
+$19.8M
2
+$18.6M
3
+$15.3M
4
BA icon
Boeing
BA
+$14.7M
5
VTR icon
Ventas
VTR
+$14.6M

Sector Composition

1 Technology 16.95%
2 Real Estate 14.33%
3 Financials 14.07%
4 Healthcare 11.75%
5 Consumer Discretionary 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1.54M 0.02%
29,247
+880
602
$1.53M 0.02%
38,260
+7,410
603
$1.53M 0.02%
75,406
604
$1.52M 0.02%
85,962
+700
605
$1.52M 0.02%
49,960
-128,705
606
$1.52M 0.02%
25,184
+15,400
607
$1.5M 0.02%
94,197
+44,755
608
$1.5M 0.02%
1,892
609
$1.49M 0.02%
189,324
610
$1.45M 0.02%
+68,090
611
$1.45M 0.02%
37,553
612
$1.45M 0.02%
25,560
613
$1.44M 0.02%
31,962
614
$1.43M 0.02%
5,653
615
$1.43M 0.02%
20,338
616
$1.43M 0.02%
32,045
617
$1.43M 0.02%
22,020
+3,300
618
$1.42M 0.02%
62,140
619
$1.41M 0.02%
34,551
+3,400
620
$1.41M 0.02%
16,360
-1,553
621
$1.41M 0.02%
10,039
-2,767
622
$1.41M 0.02%
9,795
623
$1.39M 0.02%
18,770
624
$1.39M 0.02%
77,249
+4,500
625
$1.37M 0.02%
3,642
23 24
25
26 27