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
$739M
AUM Growth
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.24M
3
+$806K
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$774K
5
AAPL icon
Apple
AAPL
+$528K

Top Sells

1
+$10.2M
2
+$1.26M
3
+$1.14M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$697K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$654K

Sector Composition

1 Technology 16.66%
2 Financials 9.05%
3 Healthcare 8.79%
4 Consumer Staples 5.44%
5 Industrials 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$93.2K 0.01%
1,765
252
$93.1K 0.01%
532
+56
253
$91.9K 0.01%
1,650
254
$91.9K 0.01%
15,526
255
$91.4K 0.01%
250
256
$90.6K 0.01%
2,029
-800
257
$89.1K 0.01%
1,316
+1,062
258
$86.5K 0.01%
980
-43
259
$85.9K 0.01%
842
+139
260
$85.1K 0.01%
205
261
$84.8K 0.01%
371
262
$82.8K 0.01%
+3,025
263
$82.7K 0.01%
2,080
264
$82.2K 0.01%
3,200
265
$81.2K 0.01%
2,000
266
$81K 0.01%
+3,393
267
$79.6K 0.01%
1,265
268
$78.8K 0.01%
400
269
$78.8K 0.01%
1,051
270
$77.3K 0.01%
691
271
$76.7K 0.01%
2,300
272
$76.5K 0.01%
300
273
$76K 0.01%
974
274
$75.2K 0.01%
+1,932
275
$75.2K 0.01%
911
9 10
11
12 13