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

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
301
$58.3K 0.01%
5,019
302
$57.8K 0.01%
530
303
$57.3K 0.01%
700
-40
304
$57.3K 0.01%
500
305
$57.3K 0.01%
1,500
306
$57K 0.01%
3,058
307
$56.9K 0.01%
146
308
$56.5K 0.01%
297
309
$55.7K 0.01%
4,825
310
$55.6K 0.01%
3,200
311
$55.4K 0.01%
3,456
312
$55K 0.01%
962
313
$54.8K 0.01%
714
+114
314
$54.8K 0.01%
1,588
315
$54.5K 0.01%
316
316
$53.6K 0.01%
1,000
317
$53.4K 0.01%
7,973
318
$52.9K 0.01%
858
319
$52.6K 0.01%
771
320
$52.2K 0.01%
1,180
321
$50.4K 0.01%
1,200
322
$50.4K 0.01%
313
323
$50.3K 0.01%
257
+27
324
$50.2K 0.01%
3,025
325
$48.9K 0.01%
525