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
201
$1.05M 0.08%
18,190
+10,738
202
$1M 0.08%
19,373
-7,914
203
$997K 0.08%
8,895
+1,900
204
$976K 0.07%
26,454
-10,618
205
$973K 0.07%
5,588
-120
206
$959K 0.07%
18,148
+3,000
207
$955K 0.07%
18,173
-27,590
208
$944K 0.07%
3,255
-73
209
$944K 0.07%
25,124
210
$936K 0.07%
6,786
211
$935K 0.07%
14,820
-11,875
212
$923K 0.07%
13,474
+85
213
$921K 0.07%
4,657
-100
214
$901K 0.07%
15,769
215
$874K 0.07%
7,415
-171
216
$860K 0.07%
7,980
+61
217
$823K 0.06%
6,800
-135
218
$813K 0.06%
44,670
+26,075
219
$811K 0.06%
843
-18
220
$789K 0.06%
+4,192
221
$788K 0.06%
5,300
+428
222
$778K 0.06%
3,775
+7
223
$773K 0.06%
+33,974
224
$771K 0.06%
6,225
-166
225
$760K 0.06%
1,850
+12
7 8
9
10 11