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
$895M
AUM Growth
+$78.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$1.78M
3
+$1.71M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.64M
5
VTV icon
Vanguard Value ETF
VTV
+$1.62M

Top Sells

1
+$3.7M
2
+$2.21M
3
+$1.15M
4
AAPL icon
Apple
AAPL
+$882K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$855K

Sector Composition

1 Technology 17.19%
2 Financials 10.07%
3 Healthcare 7.96%
4 Consumer Staples 5.12%
5 Industrials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$91.6K 0.01%
447
+244
277
$89.9K 0.01%
1,150
+115
278
$88.2K 0.01%
194
+50
279
$88.2K 0.01%
1,190
280
$87.4K 0.01%
974
281
$86K 0.01%
1,705
282
$85.1K 0.01%
2,604
283
$85K 0.01%
1,729
-200
284
$84.7K 0.01%
927
-1,275
285
$83.2K 0.01%
3,393
286
$83K 0.01%
1,225
-91
287
$82.5K 0.01%
1,420
288
$81.9K 0.01%
1,588
289
$81.8K 0.01%
384
+13
290
$81.5K 0.01%
275
291
$80.5K 0.01%
225
-25
292
$80.4K 0.01%
1,394
+194
293
$79.1K 0.01%
882
-29
294
$78.9K 0.01%
2,300
295
$78.8K 0.01%
300
296
$77.7K 0.01%
703
+178
297
$77.3K 0.01%
1,068
-85
298
$77K 0.01%
1,051
299
$76.3K 0.01%
6,893
-438
300
$72.7K 0.01%
3,472
10 11
12
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