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
276
$84K 0.01%
5,502
277
$83K 0.01%
1,035
278
$83K 0.01%
1,056
279
$81K 0.01%
1,500
-122
280
$77K 0.01%
988
281
$76K 0.01%
482
-2
282
$74K 0.01%
4,000
283
$74K 0.01%
679
284
$73K 0.01%
1,936
285
$73K 0.01%
950
286
$73K 0.01%
554
-34
287
$73K 0.01%
1,650
288
$72K 0.01%
658
289
$72K 0.01%
956
290
$72K 0.01%
400
291
$71K 0.01%
860
292
$71K 0.01%
1,300
293
$70K 0.01%
1,588
294
$68K 0.01%
384
295
$67K 0.01%
1,746
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296
$67K 0.01%
1,019
+167
297
$67K 0.01%
500
298
$67K 0.01%
1,066
-165
299
$66K 0.01%
2,355
300
$66K 0.01%
1,309
-629
10 11
12
13 14