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
$619M
AUM Growth
-$98.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$2.34M
3
+$2.34M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.18M
5
NVDA icon
NVIDIA
NVDA
+$1.41M

Top Sells

1
+$4.98M
2
+$2.92M
3
+$2.52M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.52M
5
CI icon
Cigna
CI
+$1.38M

Sector Composition

1 Technology 10.8%
2 Financials 9.94%
3 Healthcare 8.47%
4 Industrials 6.82%
5 Consumer Staples 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$21K ﹤0.01%
418
377
$20K ﹤0.01%
1,418
378
$20K ﹤0.01%
180
379
$20K ﹤0.01%
300
380
$20K ﹤0.01%
156
381
$19K ﹤0.01%
250
382
$19K ﹤0.01%
676
-11,150
383
$18K ﹤0.01%
200
384
$18K ﹤0.01%
800
385
$17K ﹤0.01%
200
-263
386
$17K ﹤0.01%
533
387
$17K ﹤0.01%
1,200
388
$17K ﹤0.01%
48
+28
389
$17K ﹤0.01%
682
390
$17K ﹤0.01%
166
391
$17K ﹤0.01%
1,500
392
$17K ﹤0.01%
150
393
$17K ﹤0.01%
240
-4,600
394
$17K ﹤0.01%
155
-43
395
$16K ﹤0.01%
325
-449
396
$15K ﹤0.01%
1,500
397
$15K ﹤0.01%
806
+608
398
$14K ﹤0.01%
300
399
$14K ﹤0.01%
210
-778
400
$13K ﹤0.01%
300
14 15
16
17 18