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
$851M
AUM Growth
+$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$2.31M
3
+$2.18M
4
PYPL icon
PayPal
PYPL
+$2.18M
5
V icon
Visa
V
+$1.64M

Top Sells

1
+$1.43M
2
+$1.28M
3
+$1.2M
4
VMC icon
Vulcan Materials
VMC
+$1.06M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$960K

Sector Composition

1 Technology 13.91%
2 Financials 9.36%
3 Healthcare 8.77%
4 Consumer Staples 6.14%
5 Communication Services 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$38K ﹤0.01%
1,180
352
$38K ﹤0.01%
525
-4
353
$37K ﹤0.01%
596
-9,064
354
$36K ﹤0.01%
429
+309
355
$35K ﹤0.01%
231
-89
356
$35K ﹤0.01%
593
357
$35K ﹤0.01%
2,127
358
$34K ﹤0.01%
500
359
$34K ﹤0.01%
162
360
$33K ﹤0.01%
215
-563
361
$32K ﹤0.01%
504
362
$31K ﹤0.01%
332
-30
363
$31K ﹤0.01%
599
-1
364
$31K ﹤0.01%
690
-190
365
$30K ﹤0.01%
756
366
$30K ﹤0.01%
628
367
$30K ﹤0.01%
800
368
$30K ﹤0.01%
327
369
$28K ﹤0.01%
350
370
$28K ﹤0.01%
155
371
$27K ﹤0.01%
600
372
$27K ﹤0.01%
250
373
$27K ﹤0.01%
412
374
$26K ﹤0.01%
384
375
$26K ﹤0.01%
182
-60
13 14
15
16 17