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
$688M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$4.22M
3
+$3.11M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.66M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.65M

Top Sells

1
+$11.1M
2
+$2.56M
3
+$1.79M
4
CSCO icon
Cisco
CSCO
+$1.5M
5
ABBV icon
AbbVie
ABBV
+$1.2M

Sector Composition

1 Financials 9.31%
2 Healthcare 8.99%
3 Industrials 8.77%
4 Technology 8.54%
5 Energy 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$32K ﹤0.01%
2,704
402
$32K ﹤0.01%
880
403
$32K ﹤0.01%
762
404
$32K ﹤0.01%
4,800
405
$32K ﹤0.01%
1,500
406
$32K ﹤0.01%
800
407
$31K ﹤0.01%
338
-75
408
$31K ﹤0.01%
500
409
$30K ﹤0.01%
750
410
$30K ﹤0.01%
650
411
$29K ﹤0.01%
700
412
$28K ﹤0.01%
533
413
$28K ﹤0.01%
3,750
414
$28K ﹤0.01%
3,034
415
$26K ﹤0.01%
1,710
-950
416
$26K ﹤0.01%
159
417
$26K ﹤0.01%
250
418
$25K ﹤0.01%
2,000
419
$25K ﹤0.01%
965
420
$24K ﹤0.01%
224
421
$24K ﹤0.01%
418
422
$24K ﹤0.01%
150
423
$23K ﹤0.01%
500
424
$23K ﹤0.01%
302
425
$22K ﹤0.01%
226
15 16
17
18 19