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
$688M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$4.22M
3
+$3.11M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.66M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.65M

Top Sells

1
+$11.1M
2
+$2.56M
3
+$1.79M
4
CSCO icon
Cisco
CSCO
+$1.5M
5
ABBV icon
AbbVie
ABBV
+$1.2M

Sector Composition

1 Financials 9.31%
2 Healthcare 8.99%
3 Industrials 8.77%
4 Technology 8.54%
5 Energy 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$118K 0.02%
460
252
$117K 0.02%
+2,418
253
$117K 0.02%
1,585
-100
254
$116K 0.02%
3,558
-800
255
$114K 0.02%
62
256
$114K 0.02%
1,051
257
$113K 0.02%
1,403
-249
258
$112K 0.02%
1,750
259
$111K 0.02%
6,093
260
$110K 0.02%
4,244
-105
261
$109K 0.02%
2,418
+610
262
$109K 0.02%
2,042
-100
263
$108K 0.02%
2,092
264
$106K 0.02%
1,400
265
$106K 0.02%
797
266
$105K 0.02%
2,328
-238
267
$104K 0.02%
7,520
268
$104K 0.02%
1,588
269
$103K 0.02%
2,200
270
$102K 0.01%
663
271
$100K 0.01%
2,490
-100
272
$99K 0.01%
1,025
273
$99K 0.01%
4,000
274
$98K 0.01%
5,587
-2,100
275
$96K 0.01%
507
9 10
11
12 13