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
351
$28K ﹤0.01%
146
-145
352
$28K ﹤0.01%
1,749
-600
353
$28K ﹤0.01%
+8,700
354
$28K ﹤0.01%
1,469
355
$28K ﹤0.01%
907
-159
356
$28K ﹤0.01%
650
357
$27K ﹤0.01%
250
358
$27K ﹤0.01%
250
359
$26K ﹤0.01%
350
360
$26K ﹤0.01%
3,750
361
$26K ﹤0.01%
3,034
362
$25K ﹤0.01%
250
-150
363
$25K ﹤0.01%
1,287
+481
364
$25K ﹤0.01%
669
-81
365
$25K ﹤0.01%
912
-151
366
$25K ﹤0.01%
312
367
$24K ﹤0.01%
1,374
368
$24K ﹤0.01%
418
369
$24K ﹤0.01%
156
370
$24K ﹤0.01%
552
371
$24K ﹤0.01%
223
-44
372
$24K ﹤0.01%
257
373
$23K ﹤0.01%
180
374
$23K ﹤0.01%
300
375
$23K ﹤0.01%
200
+140
13 14
15
16 17