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
1
$184M 2.81%
1,373,176
+40,556
2
$152M 2.32%
785,726
+27,831
3
$150M 2.3%
3,040,488
+119,816
4
$131M 1.99%
1,379,720
+115,100
5
$120M 1.83%
688,782
+49,856
6
$90.8M 1.39%
1,677,960
-43,020
7
$70.4M 1.07%
629,563
+41,106
8
$69.2M 1.06%
1,279,880
+52,700
9
$63.4M 0.97%
239,508
+5,440
10
$61.9M 0.94%
772,305
-69,177
11
$60.3M 0.92%
377,248
-21,648
12
$59.5M 0.91%
292,721
-2,308
13
$51.1M 0.78%
239,829
+9,763
14
$49.7M 0.76%
593,176
+7,936
15
$49.1M 0.75%
351,705
+64,897
16
$47.9M 0.73%
838,477
+42,259
17
$47.8M 0.73%
353,407
+41,250
18
$46.8M 0.71%
426,472
+22,044
19
$46.4M 0.71%
226,842
-15,394
20
$45.6M 0.7%
800,532
+20,589
21
$44.8M 0.68%
391,726
-20,748
22
$44.8M 0.68%
1,089,616
+124,375
23
$44.6M 0.68%
122,414
+19,938
24
$44.2M 0.67%
212,393
+1,303
25
$43.9M 0.67%
1,038,885
-22,268
1
2 3 4 5