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WBC

Westpac Banking Corp Portfolio holdings

AUM $1.44B
1-Year Est. Return 28.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
-$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$4.72M
3
+$4.6M
4
FITB
Fifth Third Bancorp
FITB
+$4.43M
5
CEG icon
Constellation Energy
CEG
+$4.15M

Top Sells

1
+$6.02M
2
+$5.57M
3
+$5.33M
4
TMO icon
Thermo Fisher Scientific
TMO
+$5.16M
5
EMR icon
Emerson Electric
EMR
+$4.44M

Sector Composition

1 Technology 35.56%
2 Financials 13.27%
3 Communication Services 9.69%
4 Healthcare 9.52%
5 Consumer Discretionary 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EXC icon
151
Exelon
EXC
$46.4B
$1.81M 0.13%
36,870
AHR icon
152
American Healthcare REIT
AHR
$9.66B
$1.8M 0.13%
38,218
+72
SCHW icon
153
Charles Schwab
SCHW
$154B
$1.76M 0.12%
18,772
-1,018
EVRG icon
154
Evergy
EVRG
$19B
$1.75M 0.12%
21,332
+221
VRSN icon
155
VeriSign
VRSN
$25.8B
$1.69M 0.12%
6,809
-2,573
CRWD icon
156
CrowdStrike
CRWD
$164B
$1.69M 0.12%
4,325
-1,928
PGR icon
157
Progressive
PGR
$117B
$1.68M 0.12%
8,470
+2,390
ADC icon
158
Agree Realty
ADC
$8.95B
$1.61M 0.11%
21,333
+283
APP icon
159
Applovin
APP
$175B
$1.61M 0.11%
4,035
-5,318
VST icon
160
Vistra
VST
$49.3B
$1.6M 0.11%
10,626
+8,849
PKG icon
161
Packaging Corp of America
PKG
$20.3B
$1.59M 0.11%
7,497
+6,963
SCCO icon
162
Southern Copper
SCCO
$146B
$1.59M 0.11%
9,328
-2,642
MCD icon
163
McDonald's
MCD
$201B
$1.59M 0.11%
5,103
-795
HD icon
164
Home Depot
HD
$320B
$1.56M 0.11%
4,757
-841
SPGI icon
165
S&P Global
SPGI
$126B
$1.55M 0.11%
3,647
+31
LPX icon
166
Louisiana-Pacific
LPX
$5.06B
$1.55M 0.11%
+21,279
ED icon
167
Consolidated Edison
ED
$39.2B
$1.54M 0.11%
13,621
TMO icon
168
Thermo Fisher Scientific
TMO
$184B
$1.53M 0.11%
3,115
-9,502
GEV icon
169
GE Vernova
GEV
$247B
$1.52M 0.11%
1,742
+486
WFC icon
170
Wells Fargo
WFC
$251B
$1.5M 0.1%
18,888
-2,582
LNT icon
171
Alliant Energy
LNT
$18.7B
$1.49M 0.1%
20,797
+187
PEG icon
172
Public Service Enterprise Group
PEG
$39.2B
$1.48M 0.1%
18,318
FE icon
173
FirstEnergy
FE
$26.6B
$1.47M 0.1%
+29,028
MPWR icon
174
Monolithic Power Systems
MPWR
$75.3B
$1.44M 0.1%
1,316
+127
MO icon
175
Altria Group
MO
$119B
$1.43M 0.1%
21,697
-2,474
5 6
7
8 9