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
$966M
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$4.25M
3
+$1.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.25M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.21M

Top Sells

1
+$2.31M
2
+$1.9M
3
+$1.8M
4
DHR icon
Danaher
DHR
+$1.29M
5
QRVO icon
Qorvo
QRVO
+$1.2M

Sector Composition

1 Technology 14.76%
2 Financials 9.21%
3 Healthcare 9.2%
4 Consumer Staples 5.64%
5 Communication Services 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$48K 0.01%
550
352
$47K ﹤0.01%
600
353
$47K ﹤0.01%
261
354
$47K ﹤0.01%
509
-6
355
$47K ﹤0.01%
290
+30
356
$46K ﹤0.01%
1,502
357
$46K ﹤0.01%
1,180
358
$46K ﹤0.01%
294
+194
359
$46K ﹤0.01%
146
360
$46K ﹤0.01%
+817
361
$45K ﹤0.01%
416
+193
362
$45K ﹤0.01%
800
363
$43K ﹤0.01%
900
364
$42K ﹤0.01%
504
365
$42K ﹤0.01%
356
+264
366
$41K ﹤0.01%
2,531
367
$41K ﹤0.01%
2,255
368
$41K ﹤0.01%
596
369
$40K ﹤0.01%
1,050
-2,768
370
$39K ﹤0.01%
+650
371
$39K ﹤0.01%
238
372
$39K ﹤0.01%
500
-2,040
373
$39K ﹤0.01%
362
+1
374
$38K ﹤0.01%
180
375
$38K ﹤0.01%
1,276
13 14
15
16 17