WBC
Westpac Banking Corp Portfolio holdings
AUM
$1.5B
1-Year Return
23.08%
This Quarter Return
-11.96%
1 Year Return
+23.08%
3 Year Return
+103.6%
5 Year Return
+181.26%
10 Year Return
+442.64%
AUM
$5.87B
AUM Growth
+$35.1M
(+0.6%)
Cap. Flow
+$775M
Cap. Flow
% of AUM
13.2%
Top 10 Holdings %
Top 10 Hldgs %
14.05%
Holding
839
New
127
Increased
277
Reduced
177
Closed
33
Top Buys
| 1 |
Accenture
ACN
|
$41.8M |
| 2 |
Medtronic
MDT
|
$41.2M |
| 3 |
Alibaba
BABA
|
$35.2M |
| 4 |
Meta Platforms (Facebook)
META
|
$33M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$32.2M |
Top Sells
| 1 |
Tesla
TSLA
|
$26.9M |
| 2 |
ESRX
Express Scripts Holding Company
ESRX
|
$17.6M |
| 3 |
Simon Property Group
SPG
|
$15.5M |
| 4 |
JPMorgan Chase
JPM
|
$12M |
| 5 |
AET
Aetna Inc
AET
|
$10.8M |
Sector Composition
| 1 | Real Estate | 15.1% |
| 2 | Technology | 15.02% |
| 3 | Healthcare | 14.77% |
| 4 | Financials | 13.43% |
| 5 | Consumer Discretionary | 10.49% |