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
$739M
AUM Growth
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1 +$1.76M
2 +$1.24M
3 +$806K
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$774K
5
AAPL icon
Apple
AAPL
+$528K

Sector Composition

1 Technology 16.66%
2 Financials 9.05%
3 Healthcare 8.79%
4 Consumer Staples 5.44%
5 Industrials 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$30.5K ﹤0.01%
291
377
$28.8K ﹤0.01%
2,200
378
$28.6K ﹤0.01%
320
379
$28.5K ﹤0.01%
+203
380
$28.3K ﹤0.01%
506
381
$27.5K ﹤0.01%
305
382
$27.5K ﹤0.01%
266
383
$27K ﹤0.01%
2,661
384
$26K ﹤0.01%
133
385
$25.7K ﹤0.01%
680
386
$25.2K ﹤0.01%
1,459
387
$25.1K ﹤0.01%
55
388
$24.5K ﹤0.01%
995
389
$23.1K ﹤0.01%
+648
390
$23K ﹤0.01%
601
391
$22.9K ﹤0.01%
1,843
+1,000
392
$22.7K ﹤0.01%
282
393
$22.5K ﹤0.01%
553
394
$21.8K ﹤0.01%
200
395
$21.6K ﹤0.01%
500
396
$21.4K ﹤0.01%
646
397
$21.3K ﹤0.01%
150
398
$20.9K ﹤0.01%
174
+104
399
$20.7K ﹤0.01%
155
400
$20.6K ﹤0.01%
250
-304