WBC
Westpac Banking Corp Portfolio holdings
AUM
$1.58B
1-Year Est. Return
28.34%
This Fund
S&P 500
1 Year Est. Return
+28.34%
AUM
$1.61B
AUM Growth
+$118M
(+7.9%)
Holding
467
Top Buys
| 1 | +$8.88M | |
| 2 | +$5.56M | |
| 3 | +$4.98M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$4.4M |
| 5 |
Apple
AAPL
|
+$4.35M |
Top Sells
| 1 | +$5.1M | |
| 2 | +$4.97M | |
| 3 | +$4.66M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$4.15M |
| 5 |
HCA Healthcare
HCA
|
+$3.99M |
Sector Composition
| 1 | Technology | 36.86% |
| 2 | Financials | 12.84% |
| 3 | Communication Services | 10.78% |
| 4 | Consumer Discretionary | 10.31% |
| 5 | Real Estate | 8.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Broadridge
BR
$21.4B
| $2.66M | 0.16% |
11,175
|
|
||
127
Lam Research
LRCX
$275B
| $2.65M | 0.16% |
19,805
+3,852
|
|
||
128
Philip Morris
PM
$259B
| $2.64M | 0.16% |
16,291
+153
|
|
||
129
Essex Property Trust
ESS
$16.1B
| $2.62M | 0.16% |
9,780
|
|
||
130
Datadog
DDOG
$44.7B
| $2.55M | 0.16% |
17,906
+16,790
|
|
||
131
Home Depot
HD
$350B
| $2.49M | 0.15% |
6,135
-242
|
|
||
132
Uber
UBER
$153B
| $2.45M | 0.15% |
24,965
+2,872
|
|
||
133
Kroger
KR
$44.3B
| $2.4M | 0.15% |
35,667
+19,898
|
|
||
134
Duke Energy
DUK
$101B
| $2.32M | 0.14% |
18,781
-87
|
|
||
135
Synopsys
SNPS
$82.4B
| $2.31M | 0.14% |
4,687
-588
|
|
||
136
Sabra Healthcare REIT
SBRA
$5.24B
| $2.31M | 0.14% |
123,861
|
|
||
137
Expedia Group
EXPE
$28B
| $2.29M | 0.14% |
10,701
-8,681
|
|
||
138
GE Vernova
GEV
$228B
| $2.29M | 0.14% |
3,718
-544
|
|
||
139
Palo Alto Networks
PANW
$134B
| $2.27M | 0.14% |
11,135
|
|
||
140
Natera
NTRA
$28.1B
| $2.27M | 0.14% |
14,081
+9,881
|
|
||
141
Exxon Mobil
XOM
$630B
| $2.21M | 0.14% |
19,603
+16,072
|
|
||
142
Southern Company
SO
$108B
| $2.19M | 0.14% |
23,155
+20,385
|
|
||
143
PepsiCo
PEP
$219B
| $2.17M | 0.13% |
15,426
-92
|
|
||
144
Futu Holdings
FUTU
$21.4B
| $2.16M | 0.13% |
+12,420
|
|
||
145
Equity Lifestyle Properties
ELS
$13B
| $2.14M | 0.13% |
35,239
|
|
||
146
Emerson Electric
EMR
$77.9B
| $2.11M | 0.13% |
16,116
+12,410
|
|
||
147
Walt Disney
DIS
$179B
| $2.1M | 0.13% |
18,321
-106
|
|
||
148
Robinhood
HOOD
$70.7B
| $2.09M | 0.13% |
14,595
+12,100
|
|
||
149
Morgan Stanley
MS
$253B
| $2.06M | 0.13% |
12,974
-31,551
|
|
||
150
EastGroup Properties
EGP
$10.2B
| $2.05M | 0.13% |
12,136
+4,148
|
|