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
651
$562K 0.01%
28,279
652
$560K 0.01%
4,128
-52,689
653
$535K 0.01%
23,686
654
$534K 0.01%
13,913
655
$534K 0.01%
17,071
656
$534K 0.01%
13,329
-175
657
$534K 0.01%
25,541
658
$530K 0.01%
28,655
659
$528K 0.01%
25,855
+3,700
660
$521K 0.01%
+2,047
661
$520K 0.01%
12,224
662
$515K 0.01%
19,761
663
$506K 0.01%
9,015
664
$504K 0.01%
15,314
665
$503K 0.01%
8,943
-9,411
666
$486K 0.01%
11,366
667
$483K 0.01%
13,344
668
$482K 0.01%
18,726
669
$481K 0.01%
13,890
670
$473K 0.01%
7,108
671
$471K 0.01%
8,311
672
$459K 0.01%
6,514
673
$456K 0.01%
4,077
674
$453K 0.01%
22,654
675
$450K 0.01%
13,704
25 26
27
28 29