audio close compressed excel image menu pdf video word

Top 20 Investments
and latest Net Tangible Asset Announcement

Scroll

Our top 20 largest holdings largely determine the portfolio return and generation of dividend and option income.

Latest Net Tangible Assets Announcement


Top 20 investments valued at closing prices at 31 January 2021

RankCompany NameTotal Value ($M)% of
Portfolio
1BHP Group*57.57.9
2CSL49.96.9
3Commonwealth Bank of Australia*49.16.7
4Transurban Group*37.45.1
5Woolworths Group*35.04.8
6Westpac Banking Corporation*32.84.5
7Macquarie Group*28.84.0
8Telstra Corporation*24.53.4
9National Australia Bank*22.43.1
10Wesfarmers*22.23.0
11ASX*21.53.0
12Australia and New Zealand Banking Group*17.72.4
13Mainfreight17.42.4
14Sydney Airport*17.32.4
15Goodman Group*16.72.3
16Amcor*15.92.2
17Insurance Group Australia14.01.9
18Rio Tinto*13.81.9
19Mirrabooka Investments13.71.9
20Brambles*13.51.9
Total521.0
As percentage of total portfolio value (excludes cash)71.6%

As percentage of total portfolio value (excludes cash)

*Indicates that options were outstanding against part of the holding.