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
$966M
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$4.25M
3
+$1.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.25M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.21M

Top Sells

1
+$2.31M
2
+$1.9M
3
+$1.8M
4
DHR icon
Danaher
DHR
+$1.29M
5
QRVO icon
Qorvo
QRVO
+$1.2M

Sector Composition

1 Technology 14.76%
2 Financials 9.21%
3 Healthcare 9.2%
4 Consumer Staples 5.64%
5 Communication Services 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$38K ﹤0.01%
1,459
377
$38K ﹤0.01%
1,695
378
$38K ﹤0.01%
150
379
$37K ﹤0.01%
211
+75
380
$37K ﹤0.01%
203
+64
381
$37K ﹤0.01%
200
382
$37K ﹤0.01%
404
+264
383
$37K ﹤0.01%
162
384
$37K ﹤0.01%
220
-8
385
$36K ﹤0.01%
155
386
$35K ﹤0.01%
600
387
$35K ﹤0.01%
431
388
$35K ﹤0.01%
995
389
$35K ﹤0.01%
2,604
-330
390
$35K ﹤0.01%
386
+35
391
$34K ﹤0.01%
601
-585
392
$33K ﹤0.01%
320
393
$33K ﹤0.01%
500
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394
$32K ﹤0.01%
2,000
-2,500
395
$32K ﹤0.01%
1,085
-524
396
$30K ﹤0.01%
257
397
$30K ﹤0.01%
339
-18
398
$30K ﹤0.01%
305
399
$30K ﹤0.01%
112
-5
400
$29K ﹤0.01%
557
14 15
16
17 18