WBC
Westpac Banking Corp Portfolio holdings
AUM
$1.5B
1-Year Return
23.08%
This Quarter Return
+0.36%
1 Year Return
+23.08%
3 Year Return
+103.6%
5 Year Return
+181.26%
10 Year Return
+442.64%
AUM
$9.35B
AUM Growth
-$605M
(-6.1%)
Cap. Flow
-$644M
Cap. Flow
% of AUM
-6.89%
Top 10 Holdings %
Top 10 Hldgs %
18.42%
Holding
862
New
16
Increased
168
Reduced
451
Closed
27
Top Buys
| 1 |
Amazon
AMZN
|
$38.2M |
| 2 |
BGRY
Berkshire Grey, Inc. Class A Common Stock
BGRY
|
$29.1M |
| 3 |
Netflix
NFLX
|
$20.6M |
| 4 |
SGEN
Seagen Inc. Common Stock
SGEN
|
$16M |
| 5 |
Dollar Tree
DLTR
|
$14.7M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$45.5M |
| 2 |
Meta Platforms (Facebook)
META
|
$34.5M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$33.9M |
| 4 |
Globe Life
GL
|
$22.6M |
| 5 |
Welltower
WELL
|
$22.5M |
Sector Composition
| 1 | Technology | 20.3% |
| 2 | Financials | 14.07% |
| 3 | Consumer Discretionary | 11.99% |
| 4 | Healthcare | 11.48% |
| 5 | Real Estate | 11.09% |
