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
$1.31B
AUM Growth
+$99.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$6.43M
3
+$6.38M
4
COF icon
Capital One
COF
+$4.08M
5
CAH icon
Cardinal Health
CAH
+$3.87M

Top Sells

1
+$7.14M
2
+$5.17M
3
+$4.44M
4
HCA icon
HCA Healthcare
HCA
+$4.05M
5
DOV icon
Dover
DOV
+$3.76M

Sector Composition

1 Technology 31.06%
2 Consumer Discretionary 12.07%
3 Healthcare 11.85%
4 Real Estate 10.82%
5 Financials 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.5M 0.19%
41,603
-7,528
127
$2.49M 0.19%
25,769
+1,291
128
$2.49M 0.19%
52,976
-5,362
129
$2.42M 0.18%
29,082
-624
130
$2.42M 0.18%
19,570
-2,425
131
$2.41M 0.18%
52,294
+398
132
$2.4M 0.18%
64,635
-5,123
133
$2.39M 0.18%
3,426
-936
134
$2.32M 0.18%
287
+14
135
$2.32M 0.18%
38,880
+11,337
136
$2.25M 0.17%
56,657
+2,887
137
$2.22M 0.17%
27,869
-15,076
138
$2.21M 0.17%
88,535
+24,833
139
$2.17M 0.17%
20,460
-622
140
$2.16M 0.16%
64,499
+52,556
141
$2.12M 0.16%
31,000
+20,628
142
$2.1M 0.16%
142,214
+1,830
143
$2.1M 0.16%
18,492
-8,690
144
$2.07M 0.16%
34,844
+2,304
145
$2.03M 0.16%
16,626
-821
146
$2.02M 0.15%
2,649
-714
147
$2M 0.15%
8,641
+4,012
148
$1.95M 0.15%
36,359
+3,434
149
$1.93M 0.15%
109,528
150
$1.91M 0.15%
44,775
+24,662
4 5
6
7 8