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
626
$1.37M 0.02%
17,814
-9,146
627
$1.35M 0.02%
76,365
+9,100
628
$1.35M 0.02%
39,321
-34,300
629
$1.34M 0.02%
223,288
+5,000
630
$1.33M 0.02%
26,113
631
$1.31M 0.02%
4,697
632
$1.3M 0.02%
8,588
-43,680
633
$1.3M 0.02%
30,373
634
$1.3M 0.02%
28,636
635
$1.3M 0.02%
76,408
+8,670
636
$1.3M 0.02%
11,248
637
$1.29M 0.02%
20,592
638
$1.28M 0.02%
237,410
639
$1.26M 0.02%
10,969
+5,280
640
$1.25M 0.02%
23,116
641
$1.23M 0.02%
27,589
642
$1.23M 0.02%
11,568
643
$1.23M 0.02%
70,845
-13,300
644
$1.22M 0.02%
19,907
+3,971
645
$1.22M 0.02%
36,544
646
$1.21M 0.02%
15,130
647
$1.2M 0.02%
8,285
648
$1.2M 0.02%
12,243
649
$1.17M 0.02%
62,685
+22,740
650
$1.17M 0.02%
10,740
+1,400
24 25
26
27 28