WBC

Westpac Banking Corp Portfolio holdings

AUM $1.58B
1-Year Est. Return 28.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.01B
AUM Growth
+$606M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$21.1M
3
+$19.8M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$19.3M
5
META icon
Meta Platforms (Facebook)
META
+$17.5M

Top Sells

1
+$16.9M
2
+$8.98M
3
+$8.28M
4
VTR icon
Ventas
VTR
+$8.23M
5
IRM icon
Iron Mountain
IRM
+$8.01M

Sector Composition

1 Real Estate 19.21%
2 Financials 14.18%
3 Technology 13.64%
4 Healthcare 12.95%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$23.6M 0.47%
1,033,219
+160,905
52
$23.6M 0.47%
451,184
+77,492
53
$22.6M 0.45%
765,290
-236,170
54
$22.2M 0.44%
328,529
+67,227
55
$22M 0.44%
232,571
+32,304
56
$21.7M 0.43%
133,143
+16,991
57
$21.6M 0.43%
185,886
+10,628
58
$21.3M 0.43%
445,763
+45,875
59
$21.2M 0.42%
268,207
+38,876
60
$20.6M 0.41%
1,126,976
+170,731
61
$20.2M 0.4%
80,283
+8,834
62
$19.9M 0.4%
382,728
+40,014
63
$19.5M 0.39%
316,349
-7,408
64
$19.1M 0.38%
96,206
+14,120
65
$19M 0.38%
264,431
+37,297
66
$18.8M 0.38%
82,646
+17,898
67
$18.8M 0.38%
361,681
+86,719
68
$18.6M 0.37%
44,595
+10,106
69
$18.6M 0.37%
463,307
+86,361
70
$17.9M 0.36%
340,803
-52,591
71
$17.9M 0.36%
102,296
+7,190
72
$17.7M 0.35%
138,883
+1,606
73
$17.6M 0.35%
662,964
+145,162
74
$17.5M 0.35%
618,883
-916
75
$17.3M 0.34%
214,316
+41,748
1 2
3
4 5