WBC
Westpac Banking Corp Portfolio holdings
AUM
$1.5B
1-Year Return
23.08%
This Quarter Return
+4.65%
1 Year Return
+23.08%
3 Year Return
+103.6%
5 Year Return
+181.26%
10 Year Return
+442.64%
AUM
$6.55B
AUM Growth
+$490M
(+8.1%)
Cap. Flow
+$248M
Cap. Flow
% of AUM
3.8%
Top 10 Holdings %
Top 10 Hldgs %
16.68%
Holding
748
New
33
Increased
324
Reduced
179
Closed
21
Top Buys
| 1 |
Xcel Energy
XEL
|
$32.4M |
| 2 |
American Express
AXP
|
$18.1M |
| 3 |
Ross Stores
ROST
|
$16.1M |
| 4 |
Ventas
VTR
|
$15.1M |
| 5 |
Danaher
DHR
|
$14.1M |
Top Sells
| 1 |
Yum! Brands
YUM
|
$26.2M |
| 2 |
Wells Fargo
WFC
|
$17M |
| 3 |
ResMed
RMD
|
$16.5M |
| 4 |
Kraft Heinz
KHC
|
$15.9M |
| 5 |
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% |
