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
676
$440K 0.01%
8,353
677
$416K 0.01%
3,907
678
$413K 0.01%
5,689
679
$410K 0.01%
8,284
680
$408K 0.01%
+8,214
681
$402K 0.01%
8,544
682
$397K 0.01%
10,881
683
$397K 0.01%
65,910
-2,375
684
$394K 0.01%
3,262
685
$390K 0.01%
13,473
686
$383K 0.01%
+18,590
687
$377K 0.01%
2,445
688
$375K 0.01%
624
689
$374K 0.01%
701
690
$370K 0.01%
2,632
691
$370K 0.01%
21,477
692
$364K 0.01%
17,243
693
$363K 0.01%
5,145
694
$354K 0.01%
23,100
695
$351K 0.01%
14,699
696
$349K 0.01%
20,797
697
$348K 0.01%
25,782
698
$342K 0.01%
7,362
699
$333K 0.01%
6,575
700
$327K 0.01%
7,577
26 27
28
29 30