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
51
$29.5M 0.45%
142,296
+6,544
52
$28.7M 0.44%
250,026
+87,010
53
$28.6M 0.44%
1,128,399
+77,053
54
$28.4M 0.43%
220,868
+626
55
$26.9M 0.41%
541,714
+48,503
56
$26.9M 0.41%
730,275
-48
57
$26.9M 0.41%
666,188
-1,202
58
$26.5M 0.41%
325,440
-181,336
59
$26.5M 0.4%
52,467
-3,714
60
$26.2M 0.4%
110,091
+58,553
61
$26.2M 0.4%
89,790
-5,410
62
$25.4M 0.39%
204,397
+18,532
63
$25.2M 0.39%
876,240
-15,330
64
$24.5M 0.37%
358,342
+220,875
65
$24.4M 0.37%
365,563
-803
66
$24.2M 0.37%
1,326,653
-8,964
67
$23M 0.35%
231,631
+162,470
68
$22.6M 0.34%
129,033
+8,361
69
$22.4M 0.34%
436,936
+72,136
70
$22.3M 0.34%
166,300
+5,479
71
$22.3M 0.34%
169,017
+18,817
72
$22.1M 0.34%
1,004,193
+221,086
73
$21.8M 0.33%
216,272
+1,041
74
$21.8M 0.33%
400,305
+33,706
75
$21.8M 0.33%
35,569
+625
1 2
3
4 5