WB

Webster Bank Portfolio holdings

AUM $968M
1-Year Est. Return 16.73%
This Quarter Est. Return
1 Year Est. Return
+16.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$700M
AUM Growth
+$80.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1 +$16.3M
2 +$3.14M
3 +$2.01M
4
CI icon
Cigna
CI
+$1.32M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$983K

Top Sells

1 +$9.21M
2 +$3.35M
3 +$1.91M
4
ESI icon
Element Solutions
ESI
+$1.06M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.03M

Sector Composition

1 Technology 11.53%
2 Financials 9.64%
3 Healthcare 8.37%
4 Industrials 6.8%
5 Consumer Staples 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$40K 0.01%
800
327
$40K 0.01%
2,425
328
$39K 0.01%
2,000
329
$39K 0.01%
608
330
$39K 0.01%
675
331
$38K 0.01%
400
332
$37K 0.01%
600
333
$36K 0.01%
180
334
$36K 0.01%
724
335
$35K 0.01%
745
336
$35K 0.01%
1,500
337
$35K 0.01%
762
338
$34K ﹤0.01%
230
339
$34K ﹤0.01%
999
-1
340
$33K ﹤0.01%
328
341
$32K ﹤0.01%
593
342
$31K ﹤0.01%
+1,550
343
$31K ﹤0.01%
4,800
344
$31K ﹤0.01%
1,460
345
$30K ﹤0.01%
880
346
$29K ﹤0.01%
1,050
347
$29K ﹤0.01%
2,704
348
$29K ﹤0.01%
329
349
$29K ﹤0.01%
65
+17
350
$29K ﹤0.01%
500