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
276
$73.4K 0.01%
2,604
277
$73K 0.01%
710
278
$72K 0.01%
+2,520
279
$71K 0.01%
7,331
280
$70.1K 0.01%
275
281
$69.7K 0.01%
928
282
$69.5K 0.01%
1,090
283
$69.2K 0.01%
533
-70
284
$68.7K 0.01%
1,193
-40
285
$68.3K 0.01%
250
286
$67.7K 0.01%
2,945
+425
287
$67.2K 0.01%
+500
288
$67.1K 0.01%
3,472
289
$66.7K 0.01%
150
290
$64.8K 0.01%
577
291
$64.1K 0.01%
2,570
292
$62.8K 0.01%
686
293
$62.7K 0.01%
1,035
294
$61.5K 0.01%
353
295
$61.3K 0.01%
1,623
296
$60.9K 0.01%
500
297
$59.3K 0.01%
356
298
$58.9K 0.01%
540
299
$58.9K 0.01%
144
-25
300
$58.5K 0.01%
860
-56
10 11
12
13 14