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
$1.5B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$6.5M
3
+$5.87M
4
MSCI icon
MSCI
MSCI
+$5.21M
5
UNH icon
UnitedHealth
UNH
+$4.88M

Top Sells

1
+$8.42M
2
+$6.14M
3
+$5.25M
4
HCA icon
HCA Healthcare
HCA
+$5.15M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.88M

Sector Composition

1 Technology 33.97%
2 Financials 13.45%
3 Consumer Discretionary 11.1%
4 Communication Services 10.19%
5 Healthcare 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ECL icon
76
Ecolab
ECL
$78.6B
$4.99M 0.33%
18,527
DE icon
77
Deere & Co
DE
$128B
$4.93M 0.33%
9,701
-442
AMT icon
78
American Tower
AMT
$89.7B
$4.91M 0.33%
22,233
-167
FOXA icon
79
Fox Class A
FOXA
$26.5B
$4.77M 0.32%
85,129
+8,204
L icon
80
Loews
L
$20.8B
$4.75M 0.32%
+51,826
CBRE icon
81
CBRE Group
CBRE
$48.5B
$4.73M 0.32%
33,765
+628
GEN icon
82
Gen Digital
GEN
$16.8B
$4.64M 0.31%
157,865
+155,000
AFL icon
83
Aflac
AFL
$57.3B
$4.64M 0.31%
43,994
KVUE icon
84
Kenvue
KVUE
$28.8B
$4.57M 0.31%
218,283
-41,252
SNA icon
85
Snap-on
SNA
$17.9B
$4.55M 0.3%
14,635
+7,103
LH icon
86
Labcorp
LH
$23.2B
$4.54M 0.3%
17,306
DOV icon
87
Dover
DOV
$24.3B
$4.43M 0.3%
24,204
-29
PLTR icon
88
Palantir
PLTR
$438B
$4.19M 0.28%
30,754
+6,900
GIS icon
89
General Mills
GIS
$25.3B
$4.13M 0.28%
79,706
-75
INVH icon
90
Invitation Homes
INVH
$17.7B
$4.12M 0.28%
125,557
-10,485
DASH icon
91
DoorDash
DASH
$110B
$4.11M 0.27%
16,672
+10,387
HCA icon
92
HCA Healthcare
HCA
$105B
$4.1M 0.27%
10,692
-13,430
EXPD icon
93
Expeditors International
EXPD
$16B
$4.05M 0.27%
35,476
DLR icon
94
Digital Realty Trust
DLR
$61.5B
$4.01M 0.27%
22,999
-984
NVR icon
95
NVR
NVR
$20.5B
$3.86M 0.26%
523
AMH icon
96
American Homes 4 Rent
AMH
$12.4B
$3.82M 0.26%
106,022
-8,269
SYY icon
97
Sysco
SYY
$37B
$3.81M 0.25%
+50,254
CRM icon
98
Salesforce
CRM
$243B
$3.8M 0.25%
13,946
+3,411
ABT icon
99
Abbott
ABT
$221B
$3.79M 0.25%
27,842
+14,826
REG icon
100
Regency Centers
REG
$13.2B
$3.72M 0.25%
52,201
-3,010
2 3
4
5 6