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
$619M
AUM Growth
-$98.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$2.34M
3
+$2.34M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.18M
5
NVDA icon
NVIDIA
NVDA
+$1.41M

Top Sells

1
+$4.98M
2
+$2.92M
3
+$2.52M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.52M
5
CI icon
Cigna
CI
+$1.38M

Sector Composition

1 Technology 10.8%
2 Financials 9.94%
3 Healthcare 8.47%
4 Industrials 6.82%
5 Consumer Staples 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$77K 0.01%
1,303
+50
252
$76K 0.01%
1,218
253
$76K 0.01%
778
-13
254
$75K 0.01%
2,030
-1,007
255
$74K 0.01%
990
256
$73K 0.01%
2,277
-488
257
$72K 0.01%
956
258
$72K 0.01%
928
-128
259
$71K 0.01%
1,500
260
$69K 0.01%
2,588
-1
261
$69K 0.01%
860
262
$68K 0.01%
1,062
+57
263
$68K 0.01%
1,300
264
$68K 0.01%
5,502
265
$65K 0.01%
384
266
$65K 0.01%
4,225
267
$64K 0.01%
676
-509
268
$62K 0.01%
1,435
-599
269
$62K 0.01%
1,746
270
$62K 0.01%
902
-102
271
$62K 0.01%
1,728
+280
272
$61K 0.01%
475
-366
273
$61K 0.01%
771
274
$60K 0.01%
482
275
$60K 0.01%
1,266
-43
9 10
11
12 13