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WBC

Westpac Banking Corp Portfolio holdings

AUM $1.44B
1-Year Est. Return 28.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.61B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1 +$8.88M
2 +$5.56M
3 +$4.98M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.4M
5
AAPL icon
Apple
AAPL
+$4.35M

Top Sells

1 +$5.1M
2 +$4.97M
3 +$4.66M
4
META icon
Meta Platforms (Facebook)
META
+$4.15M
5
HCA icon
HCA Healthcare
HCA
+$3.99M

Sector Composition

1 Technology 36.86%
2 Financials 12.84%
3 Communication Services 10.78%
4 Consumer Discretionary 10.31%
5 Real Estate 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$7.15M 0.44%
306,262
-105,808
52
$7.06M 0.44%
100,922
53
$7.05M 0.44%
38,663
+7,909
54
$7.01M 0.43%
155,329
-2,553
55
$6.82M 0.42%
44,871
-12,935
56
$6.73M 0.42%
74,012
57
$6.7M 0.42%
262,876
+36,846
58
$6.64M 0.41%
60,973
59
$6.36M 0.39%
45,104
+4,039
60
$6.27M 0.39%
94,615
+2,209
61
$6.24M 0.39%
41,332
+28,520
62
$6.16M 0.38%
23,639
63
$6.14M 0.38%
19,644
64
$6.13M 0.38%
59,442
+34,338
65
$6.03M 0.37%
75,447
-31,313
66
$5.87M 0.36%
10,734
67
$5.83M 0.36%
20,724
+8,274
68
$5.72M 0.35%
22,059
+20,570
69
$5.63M 0.35%
47,523
70
$5.48M 0.34%
32,551
-3,814
71
$5.47M 0.34%
47,175
72
$5.44M 0.34%
76,534
-2,177
73
$5.39M 0.33%
43,324
+4,367
74
$5.37M 0.33%
85,129
75
$5.35M 0.33%
136,521
-21,206