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
351
$40K 0.01%
440
352
$39K 0.01%
197
+49
353
$38K 0.01%
1,180
354
$37K 0.01%
774
355
$36K 0.01%
1,050
356
$36K 0.01%
2,704
357
$36K 0.01%
745
358
$36K 0.01%
2,000
359
$36K 0.01%
1,000
360
$35K ﹤0.01%
400
361
$35K ﹤0.01%
328
362
$35K ﹤0.01%
4,800
363
$34K ﹤0.01%
650
364
$33K ﹤0.01%
880
365
$32K ﹤0.01%
400
366
$31K ﹤0.01%
+1,141
367
$31K ﹤0.01%
500
368
$31K ﹤0.01%
+1,500
369
$31K ﹤0.01%
1,460
370
$30K ﹤0.01%
675
371
$30K ﹤0.01%
724
372
$29K ﹤0.01%
267
373
$29K ﹤0.01%
750
374
$29K ﹤0.01%
1,469
375
$28K ﹤0.01%
3,750