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
$9.06B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
867
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$21.6M
3
+$20.7M
4
AMT icon
American Tower
AMT
+$18M
5
ZM icon
Zoom
ZM
+$16.2M

Top Sells

1
+$27.6M
2
+$26.4M
3
+$23.9M
4
EQR icon
Equity Residential
EQR
+$23.8M
5
MS icon
Morgan Stanley
MS
+$21.7M

Sector Composition

1 Technology 19.44%
2 Financials 14.5%
3 Consumer Discretionary 11.53%
4 Healthcare 11.49%
5 Real Estate 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$382K ﹤0.01%
2,629
777
$381K ﹤0.01%
12,888
778
$380K ﹤0.01%
10,881
779
$359K ﹤0.01%
34,044
780
$339K ﹤0.01%
6,021
+200
781
$265K ﹤0.01%
42,495
+19,770
782
$236K ﹤0.01%
+12,600
783
$212K ﹤0.01%
6,531
784
$181K ﹤0.01%
+3,200
785
$179K ﹤0.01%
+2,000
786
$177K ﹤0.01%
+3,300
787
$133K ﹤0.01%
7,314
-13,693
788
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789
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790
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791
– –
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792
– –
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796
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799
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– –
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30 31
32
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