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
$5.01B
AUM Growth
+$606M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$21.1M
3
+$19.8M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$19.3M
5
META icon
Meta Platforms (Facebook)
META
+$17.5M

Top Sells

1
+$16.9M
2
+$8.98M
3
+$8.28M
4
VTR icon
Ventas
VTR
+$8.23M
5
IRM icon
Iron Mountain
IRM
+$8.01M

Sector Composition

1 Real Estate 19.21%
2 Financials 14.18%
3 Technology 13.64%
4 Healthcare 12.95%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$14.4M 0.29%
97,957
+20,193
102
$14.3M 0.29%
88,626
+16,687
103
$14.1M 0.28%
172,231
-9,337
104
$14.1M 0.28%
123,590
+1,913
105
$14.1M 0.28%
150,299
+25,253
106
$14.1M 0.28%
238,322
+25,487
107
$14M 0.28%
228,735
+32,424
108
$13.6M 0.27%
469,579
+29,784
109
$13.4M 0.27%
127,647
+19,900
110
$13.3M 0.27%
791,995
+378,656
111
$13.1M 0.26%
328,577
+8,839
112
$13M 0.26%
337,640
+202,848
113
$13M 0.26%
196,129
+110,500
114
$13M 0.26%
227,096
-7,972
115
$13M 0.26%
209,320
+165,760
116
$12.9M 0.26%
728,070
-21,030
117
$12.5M 0.25%
158,647
+20,887
118
$12.5M 0.25%
114,341
+21,675
119
$12.2M 0.24%
87,977
+13,483
120
$12.2M 0.24%
86,499
+23,398
121
$12M 0.24%
405,942
+80,580
122
$12M 0.24%
74,168
+52,200
123
$11.8M 0.24%
134,248
+29,831
124
$11.7M 0.23%
665,569
+93,051
125
$11.5M 0.23%
42,924
+8,198
3 4
5
6 7