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
$895M
AUM Growth
+$78.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$1.78M
3
+$1.71M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.64M
5
VTV icon
Vanguard Value ETF
VTV
+$1.62M

Top Sells

1
+$3.7M
2
+$2.21M
3
+$1.15M
4
AAPL icon
Apple
AAPL
+$882K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$855K

Sector Composition

1 Technology 17.19%
2 Financials 10.07%
3 Healthcare 7.96%
4 Consumer Staples 5.12%
5 Industrials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$47.7K 0.01%
305
352
$47.6K 0.01%
2,879
353
$47.1K 0.01%
1,911
354
$46.1K 0.01%
650
355
$45.9K 0.01%
1,284
+25
356
$45.6K 0.01%
179
-221
357
$45.1K 0.01%
670
358
$44.7K 0.01%
557
359
$44.5K 0.01%
2,000
360
$44.5K 0.01%
348
+27
361
$44.4K 0.01%
594
-56
362
$44.3K ﹤0.01%
725
-175
363
$44.2K ﹤0.01%
1,039
-240
364
$43.7K ﹤0.01%
+150
365
$43.5K ﹤0.01%
+300
366
$42.9K ﹤0.01%
405
+12
367
$42.8K ﹤0.01%
880
368
$42.8K ﹤0.01%
596
369
$42.7K ﹤0.01%
1,095
370
$42.5K ﹤0.01%
800
371
$42.2K ﹤0.01%
898
+44
372
$41.9K ﹤0.01%
100
373
$40.8K ﹤0.01%
+1,100
374
$40.6K ﹤0.01%
286
+88
375
$40.4K ﹤0.01%
1,276
13 14
15
16 17