WB

Webster Bank Portfolio holdings

AUM $968M
1-Year Est. Return 16.73%
This Quarter Est. Return
1 Year Est. Return
+16.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$700M
AUM Growth
+$80.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1 +$16.3M
2 +$3.14M
3 +$2.01M
4
CI icon
Cigna
CI
+$1.32M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$983K

Top Sells

1 +$9.21M
2 +$3.35M
3 +$1.91M
4
ESI icon
Element Solutions
ESI
+$1.06M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.03M

Sector Composition

1 Technology 11.53%
2 Financials 9.64%
3 Healthcare 8.37%
4 Industrials 6.8%
5 Consumer Staples 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$87K 0.01%
1,080
-45
252
$81K 0.01%
2,277
253
$81K 0.01%
990
254
$81K 0.01%
860
255
$79K 0.01%
2,648
+60
256
$79K 0.01%
822
-290
257
$78K 0.01%
1,509
+200
258
$78K 0.01%
1,500
259
$75K 0.01%
400
260
$74K 0.01%
928
261
$73K 0.01%
482
262
$73K 0.01%
956
263
$73K 0.01%
2,030
264
$72K 0.01%
902
265
$72K 0.01%
4,000
266
$72K 0.01%
1,728
267
$72K 0.01%
676
268
$72K 0.01%
1,985
+397
269
$71K 0.01%
2,900
270
$70K 0.01%
384
271
$69K 0.01%
771
272
$69K 0.01%
1,366
-565
273
$68K 0.01%
475
274
$68K 0.01%
1,459
+24
275
$67K 0.01%
1,746