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
$726M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$3.16M
3
+$2.2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.19M
5
CTVA icon
Corteva
CTVA
+$1.89M

Top Sells

1
+$2.37M
2
+$2.01M
3
+$1.77M
4
KHC icon
Kraft Heinz
KHC
+$1.02M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$861K

Sector Composition

1 Technology 11.39%
2 Financials 10.59%
3 Healthcare 8.12%
4 Industrials 6.34%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$71K 0.01%
1,985
277
$70K 0.01%
771
278
$69K 0.01%
4,000
279
$69K 0.01%
1,366
280
$68K 0.01%
482
281
$68K 0.01%
762
282
$68K 0.01%
1,090
283
$67K 0.01%
500
284
$66K 0.01%
+355
285
$66K 0.01%
712
286
$65K 0.01%
480
287
$65K 0.01%
+897
288
$65K 0.01%
1,246
289
$65K 0.01%
2,900
290
$64K 0.01%
2,355
291
$63K 0.01%
4,517
292
$63K 0.01%
277
293
$62K 0.01%
+2,000
294
$61K 0.01%
549
295
$61K 0.01%
2,120
296
$61K 0.01%
384
297
$61K 0.01%
+471
298
$60K 0.01%
5,000
299
$57K 0.01%
1,138
300
$55K 0.01%
1,300
10 11
12
13 14