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
$6.55B
AUM Growth
+$490M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$18.1M
3
+$16.1M
4
VTR icon
Ventas
VTR
+$15.1M
5
DHR icon
Danaher
DHR
+$14.1M

Top Sells

1
+$26.2M
2
+$17M
3
+$16.5M
4
KHC icon
Kraft Heinz
KHC
+$15.9M
5
WELL icon
Welltower
WELL
+$14.8M

Sector Composition

1 Technology 16.55%
2 Real Estate 16.11%
3 Financials 13.47%
4 Healthcare 12.56%
5 Consumer Discretionary 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$11.4M 0.17%
31,715
-28,097
152
$11.3M 0.17%
124,905
+41,206
153
$11.3M 0.17%
126,170
-3,277
154
$11.3M 0.17%
6,017
-301
155
$11.2M 0.17%
74,960
-1,000
156
$11.2M 0.17%
94,756
-61,517
157
$11.2M 0.17%
61,028
-6,926
158
$11.2M 0.17%
122,040
-25,713
159
$11.1M 0.17%
457,424
-21,510
160
$11.1M 0.17%
30,489
+2,129
161
$11M 0.17%
323,005
+14,468
162
$11M 0.17%
39,127
-7,506
163
$11M 0.17%
144,207
+44,992
164
$10.9M 0.17%
459,321
-191,098
165
$10.8M 0.17%
54,900
+3,094
166
$10.8M 0.17%
271,868
-10,121
167
$10.6M 0.16%
305,091
-7,450
168
$10.5M 0.16%
291,591
+178,656
169
$10.5M 0.16%
119,074
+69,400
170
$10.5M 0.16%
482,295
+138,018
171
$10.4M 0.16%
56,828
+41,244
172
$10.4M 0.16%
59,379
+6,396
173
$10.4M 0.16%
309,733
-170,640
174
$10.4M 0.16%
204,997
-14,480
175
$10.3M 0.16%
108,729
+14,655
5 6
7
8 9