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
$6.71B
AUM Growth
+$906M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$18.4M
3
+$10.9M
4
WELL icon
Welltower
WELL
+$10.2M
5
RMD icon
ResMed
RMD
+$9.8M

Top Sells

1
+$36.1M
2
+$19.7M
3
+$18.7M
4
META icon
Meta Platforms (Facebook)
META
+$17.3M
5
DXCM icon
DexCom
DXCM
+$16.7M

Sector Composition

1 Technology 20.6%
2 Financials 12.61%
3 Healthcare 12.57%
4 Real Estate 12.52%
5 Consumer Discretionary 11.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$955K 0.01%
29,066
-2,300
652
$949K 0.01%
2,057
-675
653
$944K 0.01%
22,728
654
$942K 0.01%
7,726
655
$938K 0.01%
9,403
-700
656
$933K 0.01%
19,495
657
$923K 0.01%
2,967
-3,848
658
$918K 0.01%
75,406
659
$917K 0.01%
+22,135
660
$916K 0.01%
992
661
$913K 0.01%
+118,220
662
$910K 0.01%
4,621
663
$908K 0.01%
27,589
664
$901K 0.01%
+3,952
665
$900K 0.01%
+16,094
666
$885K 0.01%
12,200
667
$880K 0.01%
+12,003
668
$878K 0.01%
12,514
669
$876K 0.01%
8,934
670
$875K 0.01%
42,110
-9,569
671
$873K 0.01%
+118,254
672
$870K 0.01%
30,373
673
$866K 0.01%
7,096
674
$854K 0.01%
3,962
675
$853K 0.01%
4,794
+3,494
25 26
27
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