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
626
$650K 0.01%
954
627
$640K 0.01%
10,481
628
$640K 0.01%
17,893
629
$638K 0.01%
9,623
630
$635K 0.01%
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631
$634K 0.01%
25,701
632
$634K 0.01%
11,710
633
$630K 0.01%
+6,093
634
$627K 0.01%
4,548
+1,859
635
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21,157
-1
636
$613K 0.01%
165,314
-19,700
637
$611K 0.01%
12,963
638
$604K 0.01%
26,322
639
$600K 0.01%
18,977
640
$598K 0.01%
22,444
641
$597K 0.01%
11,949
642
$594K 0.01%
11,937
643
$589K 0.01%
18,558
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644
$582K 0.01%
42,666
645
$579K 0.01%
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646
$571K 0.01%
10,868
647
$567K 0.01%
23,296
648
$566K 0.01%
9,713
+1,300
649
$566K 0.01%
13,491
+1,700
650
$564K 0.01%
27,926
24 25
26
27 28