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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
$1.61B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1 +$8.88M
2 +$5.56M
3 +$4.98M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.4M
5
AAPL icon
Apple
AAPL
+$4.35M

Top Sells

1 +$5.1M
2 +$4.97M
3 +$4.66M
4
META icon
Meta Platforms (Facebook)
META
+$4.15M
5
HCA icon
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
201
$1.15M 0.07%
7,318
+84
202
$1.13M 0.07%
13,358
-8,750
203
$1.12M 0.07%
31,613
-1,574
204
$1.11M 0.07%
20,003
-15,717
205
$1.1M 0.07%
4,608
+376
206
$1.1M 0.07%
73,080
+2,178
207
$1.06M 0.07%
28,360
+11,308
208
$1.05M 0.07%
3,756
+241
209
$1.04M 0.06%
5,259
210
$1.04M 0.06%
+9,784
211
$1.02M 0.06%
10,791
-154
212
$1.01M 0.06%
28,815
+26,561
213
$994K 0.06%
14,741
+12,693
214
$991K 0.06%
7,820
+5,946
215
$990K 0.06%
6,977
+2,732
216
$984K 0.06%
3,412
-445
217
$976K 0.06%
8,520
-1,205
218
$969K 0.06%
2,474
-271
219
$959K 0.06%
13,759
-593
220
$952K 0.06%
11,249
-17,098
221
$951K 0.06%
9,197
+8,134
222
$948K 0.06%
12,577
223
$929K 0.06%
7,203
-3,614
224
$928K 0.06%
4,321
225
$907K 0.06%
4,939
-6,700