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
$774M
AUM Growth
+$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1 +$14.9M
2 +$2.6M
3 +$2.15M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.02M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.02M

Top Sells

1 +$26.5M
2 +$4.47M
3 +$3.69M
4
DD icon
DuPont de Nemours
DD
+$3.53M
5
CTVA icon
Corteva
CTVA
+$2.82M

Sector Composition

1 Technology 17.07%
2 Financials 8.98%
3 Healthcare 8.6%
4 Consumer Staples 5.38%
5 Industrials 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$36.4K ﹤0.01%
238
352
$35.6K ﹤0.01%
800
353
$35.5K ﹤0.01%
723
354
$35K ﹤0.01%
+3,000
355
$34.9K ﹤0.01%
414
-71
356
$34.8K ﹤0.01%
1,095
357
$34.2K ﹤0.01%
742
358
$33.8K ﹤0.01%
500
359
$33.8K ﹤0.01%
1,264
360
$33.6K ﹤0.01%
203
361
$33.5K ﹤0.01%
1,000
362
$32.6K ﹤0.01%
291
363
$32.5K ﹤0.01%
601
364
$32.4K ﹤0.01%
2,255
365
$32.3K ﹤0.01%
266
366
$32.1K ﹤0.01%
200
367
$32.1K ﹤0.01%
345
368
$32K ﹤0.01%
506
369
$32K ﹤0.01%
1,035
370
$31.6K ﹤0.01%
557
371
$31.2K ﹤0.01%
2,531
372
$31.1K ﹤0.01%
100
373
$31K ﹤0.01%
680
374
$30.8K ﹤0.01%
2,200
375
$30.4K ﹤0.01%
320