WBC

Westpac Banking Corp Portfolio holdings

AUM $1.58B
1-Year Est. Return 28.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.01B
AUM Growth
+$606M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$21.1M
3
+$19.8M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$19.3M
5
META icon
Meta Platforms (Facebook)
META
+$17.5M

Top Sells

1
+$16.9M
2
+$8.98M
3
+$8.28M
4
VTR icon
Ventas
VTR
+$8.23M
5
IRM icon
Iron Mountain
IRM
+$8.01M

Sector Composition

1 Real Estate 19.21%
2 Financials 14.18%
3 Technology 13.64%
4 Healthcare 12.95%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$499K 0.01%
49,610
627
$496K 0.01%
7,801
628
$494K 0.01%
3,689
629
$493K 0.01%
5,278
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$488K 0.01%
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631
$486K 0.01%
11,366
632
$481K 0.01%
4,055
633
$475K 0.01%
5,835
634
$475K 0.01%
12,581
635
$474K 0.01%
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636
$470K 0.01%
8,764
637
$463K 0.01%
3,262
638
$460K 0.01%
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$456K 0.01%
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640
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641
$446K 0.01%
18,666
642
$444K 0.01%
9,073
643
$443K 0.01%
8,415
644
$438K 0.01%
8,759
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647
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12,612
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648
$424K 0.01%
13,576
649
$419K 0.01%
13,473
650
$416K 0.01%
22,008
24 25
26
27 28