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
$718M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$2.7M
3
+$1.74M
4
EMR icon
Emerson Electric
EMR
+$1.63M
5
PYPL icon
PayPal
PYPL
+$1.59M

Top Sells

1
+$11.5M
2
+$3.74M
3
+$2.12M
4
INTC icon
Intel
INTC
+$1.94M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.66M

Sector Composition

1 Technology 11.07%
2 Financials 10.64%
3 Healthcare 8.48%
4 Industrials 7.71%
5 Energy 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$65K 0.01%
291
+60
302
$65K 0.01%
792
+142
303
$64K 0.01%
686
304
$64K 0.01%
1,675
-750
305
$63K 0.01%
771
306
$63K 0.01%
656
307
$62K 0.01%
2,120
308
$62K 0.01%
545
-200
309
$60K 0.01%
1,050
310
$58K 0.01%
2,140
-150
311
$58K 0.01%
4,517
312
$58K 0.01%
1,800
313
$57K 0.01%
1,448
-600
314
$57K 0.01%
1,005
+2
315
$57K 0.01%
2,090
316
$57K 0.01%
1,309
+36
317
$56K 0.01%
+1,801
318
$55K 0.01%
565
319
$55K 0.01%
759
320
$54K 0.01%
277
321
$53K 0.01%
501
-2
322
$52K 0.01%
600
323
$51K 0.01%
762
324
$51K 0.01%
762
325
$50K 0.01%
549
-16
11 12
13
14 15