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
$851M
AUM Growth
+$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$2.31M
3
+$2.18M
4
PYPL icon
PayPal
PYPL
+$2.18M
5
V icon
Visa
V
+$1.64M

Top Sells

1
+$1.43M
2
+$1.28M
3
+$1.2M
4
VMC icon
Vulcan Materials
VMC
+$1.06M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$960K

Sector Composition

1 Technology 13.91%
2 Financials 9.36%
3 Healthcare 8.77%
4 Consumer Staples 6.14%
5 Communication Services 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$26K ﹤0.01%
200
377
$26K ﹤0.01%
150
378
$26K ﹤0.01%
220
-2,271
379
$25K ﹤0.01%
156
380
$25K ﹤0.01%
750
381
$25K ﹤0.01%
351
382
$24K ﹤0.01%
220
383
$24K ﹤0.01%
+257
384
$24K ﹤0.01%
223
385
$24K ﹤0.01%
1,000
386
$24K ﹤0.01%
255
+75
387
$24K ﹤0.01%
608
388
$22K ﹤0.01%
345
-180
389
$22K ﹤0.01%
1,500
390
$22K ﹤0.01%
70
391
$22K ﹤0.01%
325
392
$21K ﹤0.01%
250
393
$21K ﹤0.01%
100
394
$21K ﹤0.01%
725
395
$21K ﹤0.01%
3,055
396
$20K ﹤0.01%
136
397
$20K ﹤0.01%
1,378
398
$20K ﹤0.01%
+148
399
$20K ﹤0.01%
932
400
$20K ﹤0.01%
257
14 15
16
17 18