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
$726M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$3.16M
3
+$2.2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.19M
5
CTVA icon
Corteva
CTVA
+$1.89M

Top Sells

1
+$2.37M
2
+$2.01M
3
+$1.77M
4
KHC icon
Kraft Heinz
KHC
+$1.02M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$861K

Sector Composition

1 Technology 11.39%
2 Financials 10.59%
3 Healthcare 8.12%
4 Industrials 6.34%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$30K ﹤0.01%
593
352
$29K ﹤0.01%
329
353
$29K ﹤0.01%
500
354
$29K ﹤0.01%
140
-40
355
$28K ﹤0.01%
669
356
$27K ﹤0.01%
250
357
$27K ﹤0.01%
700
+502
358
$27K ﹤0.01%
1,749
359
$27K ﹤0.01%
200
360
$27K ﹤0.01%
250
361
$27K ﹤0.01%
3,034
362
$27K ﹤0.01%
450
-375
363
$26K ﹤0.01%
450
364
$26K ﹤0.01%
628
-7,445
365
$26K ﹤0.01%
257
366
$26K ﹤0.01%
312
367
$25K ﹤0.01%
1,374
368
$25K ﹤0.01%
156
369
$25K ﹤0.01%
552
370
$25K ﹤0.01%
8,700
371
$24K ﹤0.01%
533
372
$24K ﹤0.01%
223
373
$24K ﹤0.01%
3,750
374
$24K ﹤0.01%
+4,300
375
$24K ﹤0.01%
175
13 14
15
16 17