WBC
Westpac Banking Corp Portfolio holdings
AUM
$1.5B
1-Year Return
23.08%
This Quarter Return
+8.58%
1 Year Return
+23.08%
3 Year Return
+103.6%
5 Year Return
+181.26%
10 Year Return
+442.64%
AUM
$7.77B
AUM Growth
+$577M
(+8%)
Cap. Flow
+$49.8M
Cap. Flow
% of AUM
0.64%
Top 10 Holdings %
Top 10 Hldgs %
15.73%
Holding
912
New
42
Increased
344
Reduced
237
Closed
33
Top Buys
| 1 |
Charles Schwab
SCHW
|
+$28.8M |
| 2 |
Healthpeak Properties
DOC
|
+$16M |
| 3 |
Mid-America Apartment Communities
MAA
|
+$15.2M |
| 4 |
T-Mobile US
TMUS
|
+$13M |
| 5 |
3M
MMM
|
+$12.7M |
Top Sells
| 1 |
JPMorgan Chase
JPM
|
+$19.8M |
| 2 |
ResMed
RMD
|
+$18.6M |
| 3 |
Public Storage
PSA
|
+$15.3M |
| 4 |
Boeing
BA
|
+$14.7M |
| 5 |
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% |
