WBC
Westpac Banking Corp Portfolio holdings
AUM
$1.5B
1-Year Return
23.08%
This Quarter Return
+6.74%
1 Year Return
+23.08%
3 Year Return
+103.6%
5 Year Return
+181.26%
10 Year Return
+442.64%
AUM
$4.4B
AUM Growth
-$141M
(-3.1%)
Cap. Flow
-$371M
Cap. Flow
% of AUM
-8.43%
Top 10 Holdings %
Top 10 Hldgs %
15.06%
Holding
814
New
21
Increased
193
Reduced
179
Closed
116
Top Buys
| 1 |
NextEra Energy, Inc.
NEE
|
$12.8M |
| 2 |
Invitation Homes
INVH
|
$12.4M |
| 3 |
Lumentum
LITE
|
$11.9M |
| 4 |
Iron Mountain
IRM
|
$11.4M |
| 5 |
Southwest Airlines
LUV
|
$11.1M |
Top Sells
| 1 |
Accenture
ACN
|
$45.3M |
| 2 |
Alibaba
BABA
|
$42.5M |
| 3 |
Medtronic
MDT
|
$32.1M |
| 4 |
Canadian National Railway
CNI
|
$18.7M |
| 5 |
Schlumberger
SLB
|
$15.1M |
Sector Composition
| 1 | Real Estate | 20.98% |
| 2 | Financials | 13.55% |
| 3 | Technology | 13.12% |
| 4 | Healthcare | 12.55% |
| 5 | Consumer Discretionary | 8.72% |
