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
$966M
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$4.25M
3
+$1.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.25M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.21M

Top Sells

1
+$2.31M
2
+$1.9M
3
+$1.8M
4
DHR icon
Danaher
DHR
+$1.29M
5
QRVO icon
Qorvo
QRVO
+$1.2M

Sector Composition

1 Technology 14.76%
2 Financials 9.21%
3 Healthcare 9.2%
4 Consumer Staples 5.64%
5 Communication Services 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$28K ﹤0.01%
595
-33
402
$28K ﹤0.01%
783
-200
403
$28K ﹤0.01%
262
404
$28K ﹤0.01%
200
405
$27K ﹤0.01%
282
406
$26K ﹤0.01%
426
407
$26K ﹤0.01%
148
408
$26K ﹤0.01%
398
409
$25K ﹤0.01%
553
410
$25K ﹤0.01%
180
411
$25K ﹤0.01%
88
412
$24K ﹤0.01%
850
413
$24K ﹤0.01%
500
414
$24K ﹤0.01%
297
415
$24K ﹤0.01%
150
-150
416
$24K ﹤0.01%
450
-185
417
$24K ﹤0.01%
458
418
$24K ﹤0.01%
+380
419
$23K ﹤0.01%
1,418
420
$23K ﹤0.01%
725
421
$23K ﹤0.01%
750
422
$23K ﹤0.01%
1,500
423
$23K ﹤0.01%
765
-992
424
$23K ﹤0.01%
335
425
$23K ﹤0.01%
744
-320
15 16
17
18 19