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
251
$106K 0.01%
1,220
252
$104K 0.01%
6,093
253
$103K 0.01%
1,954
-88
254
$101K 0.01%
1,300
255
$99K 0.01%
14,080
+12,880
256
$99K 0.01%
1,125
257
$99K 0.01%
2,034
258
$96K 0.01%
1,253
259
$95K 0.01%
1,185
260
$95K 0.01%
7,520
261
$94K 0.01%
715
-150
262
$94K 0.01%
1,218
263
$93K 0.01%
795
264
$93K 0.01%
1,931
265
$92K 0.01%
791
-884
266
$91K 0.01%
4,225
267
$91K 0.01%
2,900
268
$89K 0.01%
2,200
269
$89K 0.01%
1,308
270
$87K 0.01%
1,004
+36
271
$87K 0.01%
800
-251
272
$86K 0.01%
2,765
273
$86K 0.01%
990
274
$86K 0.01%
2,450
-40
275
$85K 0.01%
2,589
9 10
11
12 13