WB

Webster Bank Portfolio holdings

AUM $1.04B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$718M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$2.7M
3
+$1.74M
4
EMR icon
Emerson Electric
EMR
+$1.63M
5
PYPL icon
PayPal
PYPL
+$1.59M

Top Sells

1
+$11.5M
2
+$3.74M
3
+$2.12M
4
INTC icon
Intel
INTC
+$1.94M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.66M

Sector Composition

1 Technology 11.07%
2 Financials 10.64%
3 Healthcare 8.48%
4 Industrials 7.71%
5 Energy 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$153K 0.02%
9,400
227
$152K 0.02%
2,464
+46
228
$151K 0.02%
4,079
+100
229
$151K 0.02%
1,822
230
$149K 0.02%
1,315
-68
231
$148K 0.02%
2,912
232
$148K 0.02%
915
233
$148K 0.02%
60,000
+10,000
234
$147K 0.02%
1,462
-318
235
$146K 0.02%
3,037
-1,110
236
$142K 0.02%
851
237
$141K 0.02%
1,112
238
$139K 0.02%
507
239
$137K 0.02%
2,444
-1,300
240
$130K 0.02%
3,200
241
$127K 0.02%
1,185
+26
242
$124K 0.02%
1,750
243
$123K 0.02%
62
244
$123K 0.02%
1,844
-1,131
245
$123K 0.02%
3,755
246
$122K 0.02%
5,200
247
$118K 0.02%
841
-675
248
$118K 0.02%
700
249
$116K 0.02%
1,400
250
$107K 0.01%
+3,893
8 9
10
11 12