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
$718M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1 +$6.18M
2 +$2.7M
3 +$1.74M
4
EMR icon
Emerson Electric
EMR
+$1.63M
5
PYPL icon
PayPal
PYPL
+$1.59M

Top Sells

1 +$11.5M
2 +$3.74M
3 +$2.12M
4
INTC icon
Intel
INTC
+$1.94M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.66M

Sector Composition

1 Technology 11.07%
2 Financials 10.64%
3 Healthcare 8.48%
4 Industrials 7.71%
5 Energy 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$28K ﹤0.01%
250
377
$28K ﹤0.01%
650
378
$27K ﹤0.01%
244
379
$26K ﹤0.01%
276
380
$26K ﹤0.01%
530
-900
381
$26K ﹤0.01%
329
+124
382
$26K ﹤0.01%
257
383
$26K ﹤0.01%
250
384
$26K ﹤0.01%
3,034
385
$25K ﹤0.01%
470
-1,000
386
$25K ﹤0.01%
156
387
$25K ﹤0.01%
418
388
$24K ﹤0.01%
1,374
389
$24K ﹤0.01%
1,418
390
$24K ﹤0.01%
552
391
$24K ﹤0.01%
965
392
$24K ﹤0.01%
1,066
393
$23K ﹤0.01%
+418
394
$23K ﹤0.01%
224
395
$23K ﹤0.01%
350
396
$23K ﹤0.01%
226
397
$23K ﹤0.01%
800
398
$23K ﹤0.01%
198
399
$22K ﹤0.01%
300
400
$22K ﹤0.01%
300