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
301
$72K 0.01%
987
302
$71K 0.01%
818
303
$70K 0.01%
2,727
+787
304
$69K 0.01%
208
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305
$68K 0.01%
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306
$68K 0.01%
266
307
$68K 0.01%
429
308
$67K 0.01%
4,000
309
$67K 0.01%
1,539
310
$66K 0.01%
585
311
$66K 0.01%
1,500
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312
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675
313
$65K 0.01%
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314
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177
315
$63K 0.01%
740
316
$62K 0.01%
907
317
$62K 0.01%
135
318
$61K 0.01%
800
319
$61K 0.01%
72
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$61K 0.01%
3,330
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$60K 0.01%
2,879
324
$60K 0.01%
771
325
$59K 0.01%
625
11 12
13
14 15