WB

Webster Bank Portfolio holdings

AUM $968M
1-Year Est. Return 16.73%
This Quarter Est. Return
1 Year Est. Return
+16.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$700M
AUM Growth
+$80.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$3.14M
3
+$2.01M
4
CI icon
Cigna
CI
+$1.32M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$983K

Top Sells

1
+$9.21M
2
+$3.35M
3
+$1.91M
4
ESI icon
Element Solutions
ESI
+$1.06M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.03M

Sector Composition

1 Technology 11.53%
2 Financials 9.64%
3 Healthcare 8.37%
4 Industrials 6.8%
5 Consumer Staples 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$17K ﹤0.01%
848
402
$17K ﹤0.01%
1,500
403
$17K ﹤0.01%
290
-360
404
$17K ﹤0.01%
+300
405
$16K ﹤0.01%
120
406
$15K ﹤0.01%
693
-415
407
$15K ﹤0.01%
300
408
$15K ﹤0.01%
187
409
$15K ﹤0.01%
500
410
$14K ﹤0.01%
136
411
$14K ﹤0.01%
795
412
$13K ﹤0.01%
225
-245
413
$13K ﹤0.01%
508
414
$13K ﹤0.01%
340
415
$13K ﹤0.01%
300
416
$13K ﹤0.01%
167
417
$12K ﹤0.01%
+174
418
$12K ﹤0.01%
400
419
$12K ﹤0.01%
+86
420
$12K ﹤0.01%
894
421
$12K ﹤0.01%
+78
422
$12K ﹤0.01%
160
-50
423
$12K ﹤0.01%
200
424
$11K ﹤0.01%
100
425
$11K ﹤0.01%
600
15 16
17
18 19