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
$966M
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$4.25M
3
+$1.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.25M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.21M

Top Sells

1
+$2.31M
2
+$1.9M
3
+$1.8M
4
DHR icon
Danaher
DHR
+$1.29M
5
QRVO icon
Qorvo
QRVO
+$1.2M

Sector Composition

1 Technology 14.76%
2 Financials 9.21%
3 Healthcare 9.2%
4 Consumer Staples 5.64%
5 Communication Services 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$93K 0.01%
+562
277
$92K 0.01%
1,535
278
$90K 0.01%
+136
279
$90K 0.01%
405
280
$89K 0.01%
4,000
281
$88K 0.01%
2,300
282
$87K 0.01%
500
283
$87K 0.01%
3,472
284
$86K 0.01%
2,604
285
$86K 0.01%
1,188
+580
286
$86K 0.01%
750
287
$85K 0.01%
1,390
288
$84K 0.01%
630
289
$84K 0.01%
730
290
$83K 0.01%
856
291
$79K 0.01%
1,265
292
$78K 0.01%
1,500
293
$77K 0.01%
652
294
$76K 0.01%
1,138
-45
295
$75K 0.01%
1,760
+1,175
296
$74K 0.01%
1,746
297
$74K 0.01%
1,190
298
$73K 0.01%
4,825
299
$73K 0.01%
3,200
300
$72K 0.01%
1,001
+245
10 11
12
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