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
276
$66K 0.01%
762
277
$66K 0.01%
1,050
278
$66K 0.01%
712
-219
279
$65K 0.01%
1,008
-210
280
$65K 0.01%
500
281
$64K 0.01%
2,355
282
$63K 0.01%
4,000
-225
283
$63K 0.01%
1,090
-210
284
$62K 0.01%
2,120
285
$61K 0.01%
4,517
286
$60K 0.01%
1,246
+339
287
$59K 0.01%
708
-300
288
$59K 0.01%
1,138
-128
289
$59K 0.01%
277
290
$58K 0.01%
1,726
-159
291
$58K 0.01%
+5,000
292
$57K 0.01%
565
293
$57K 0.01%
2,090
294
$56K 0.01%
685
-40
295
$56K 0.01%
480
296
$56K 0.01%
1,300
297
$53K 0.01%
975
298
$52K 0.01%
545
299
$51K 0.01%
475
300
$51K 0.01%
772
10 11
12
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