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
$895M
AUM Growth
+$78.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$1.78M
3
+$1.71M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.64M
5
VTV icon
Vanguard Value ETF
VTV
+$1.62M

Top Sells

1
+$3.7M
2
+$2.21M
3
+$1.15M
4
AAPL icon
Apple
AAPL
+$882K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$855K

Sector Composition

1 Technology 17.19%
2 Financials 10.07%
3 Healthcare 7.96%
4 Consumer Staples 5.12%
5 Industrials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$40.3K ﹤0.01%
600
377
$40.1K ﹤0.01%
113
-120
378
$39K ﹤0.01%
+600
379
$37.8K ﹤0.01%
+220
380
$37.2K ﹤0.01%
565
381
$36.8K ﹤0.01%
225
+51
382
$36.7K ﹤0.01%
404
-416
383
$36.6K ﹤0.01%
238
384
$36.3K ﹤0.01%
375
385
$36K ﹤0.01%
2,531
386
$35.9K ﹤0.01%
1,000
387
$35.8K ﹤0.01%
2,255
388
$35.5K ﹤0.01%
291
389
$34.7K ﹤0.01%
519
390
$34.2K ﹤0.01%
150
391
$32.7K ﹤0.01%
2,200
392
$32.1K ﹤0.01%
248
+61
393
$31.3K ﹤0.01%
200
-220
394
$30.6K ﹤0.01%
55
395
$30.1K ﹤0.01%
203
396
$29.4K ﹤0.01%
174
+82
397
$28.9K ﹤0.01%
646
398
$28.5K ﹤0.01%
305
399
$28.3K ﹤0.01%
266
400
$28.3K ﹤0.01%
+2,550
14 15
16
17 18