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
$851M
AUM Growth
+$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$2.31M
3
+$2.18M
4
PYPL icon
PayPal
PYPL
+$2.18M
5
V icon
Visa
V
+$1.64M

Top Sells

1
+$1.43M
2
+$1.28M
3
+$1.2M
4
VMC icon
Vulcan Materials
VMC
+$1.06M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$960K

Sector Composition

1 Technology 13.91%
2 Financials 9.36%
3 Healthcare 8.77%
4 Consumer Staples 6.14%
5 Communication Services 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$20K ﹤0.01%
+398
402
$20K ﹤0.01%
2,000
403
$19K ﹤0.01%
+203
404
$19K ﹤0.01%
460
405
$19K ﹤0.01%
1,500
406
$19K ﹤0.01%
150
-50
407
$19K ﹤0.01%
335
408
$19K ﹤0.01%
187
409
$19K ﹤0.01%
110
410
$19K ﹤0.01%
120
411
$18K ﹤0.01%
174
412
$18K ﹤0.01%
997
413
$18K ﹤0.01%
850
+450
414
$18K ﹤0.01%
553
415
$18K ﹤0.01%
78
416
$18K ﹤0.01%
1,027
417
$17K ﹤0.01%
1,193
418
$17K ﹤0.01%
1,418
419
$17K ﹤0.01%
290
420
$17K ﹤0.01%
1,148
421
$16K ﹤0.01%
465
422
$16K ﹤0.01%
557
423
$16K ﹤0.01%
3,000
424
$15K ﹤0.01%
1,207
425
$15K ﹤0.01%
500
15 16
17
18 19