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
151
$9.91M 0.2%
27,793
+2,853
152
$9.89M 0.2%
172,643
-110,339
153
$9.81M 0.2%
182,373
+6,247
154
$9.79M 0.2%
481,810
+78,980
155
$9.76M 0.19%
57,749
+10,723
156
$9.76M 0.19%
350,928
+147,717
157
$9.74M 0.19%
31,295
+3,600
158
$9.61M 0.19%
274,502
+153,023
159
$9.51M 0.19%
131,202
+28,520
160
$9.47M 0.19%
60,578
+6,867
161
$9.44M 0.19%
203,067
+37,500
162
$9.38M 0.19%
145,206
-69,748
163
$9.36M 0.19%
170,684
+36,162
164
$9.15M 0.18%
118,269
+24,400
165
$9.14M 0.18%
118,033
166
$9.12M 0.18%
131,409
+25,784
167
$9.01M 0.18%
95,066
+15,770
168
$8.96M 0.18%
72,361
+42,963
169
$8.91M 0.18%
56,851
+7,800
170
$8.59M 0.17%
118,145
-308
171
$8.57M 0.17%
104,192
+28,282
172
$8.57M 0.17%
233,088
+50,747
173
$8.54M 0.17%
65,373
+15,159
174
$8.53M 0.17%
30,391
+5,700
175
$8.51M 0.17%
59,009
+2,858
5 6
7
8 9