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
$718M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$2.7M
3
+$1.74M
4
EMR icon
Emerson Electric
EMR
+$1.63M
5
PYPL icon
PayPal
PYPL
+$1.59M

Top Sells

1
+$11.5M
2
+$3.74M
3
+$2.12M
4
INTC icon
Intel
INTC
+$1.94M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.66M

Sector Composition

1 Technology 11.07%
2 Financials 10.64%
3 Healthcare 8.48%
4 Industrials 7.71%
5 Energy 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$22K ﹤0.01%
575
402
$21K ﹤0.01%
533
403
$21K ﹤0.01%
1,200
404
$21K ﹤0.01%
+200
405
$21K ﹤0.01%
150
406
$21K ﹤0.01%
312
+30
407
$20K ﹤0.01%
+180
408
$20K ﹤0.01%
682
-336
409
$20K ﹤0.01%
500
410
$19K ﹤0.01%
1,500
411
$19K ﹤0.01%
1,500
412
$19K ﹤0.01%
196
413
$18K ﹤0.01%
250
414
$18K ﹤0.01%
300
415
$18K ﹤0.01%
270
416
$18K ﹤0.01%
300
417
$17K ﹤0.01%
166
418
$17K ﹤0.01%
+167
419
$17K ﹤0.01%
120
-6,880
420
$16K ﹤0.01%
600
421
$16K ﹤0.01%
3,883
422
$15K ﹤0.01%
540
-750
423
$15K ﹤0.01%
187
424
$14K ﹤0.01%
+848
425
$14K ﹤0.01%
+39
15 16
17
18 19