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
$895M
AUM Growth
+$78.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$1.78M
3
+$1.71M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.64M
5
VTV icon
Vanguard Value ETF
VTV
+$1.62M

Top Sells

1
+$3.7M
2
+$2.21M
3
+$1.15M
4
AAPL icon
Apple
AAPL
+$882K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$855K

Sector Composition

1 Technology 17.19%
2 Financials 10.07%
3 Healthcare 7.96%
4 Consumer Staples 5.12%
5 Industrials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$28.1K ﹤0.01%
1,459
402
$28K ﹤0.01%
650
+300
403
$27.7K ﹤0.01%
213
-120
404
$27.4K ﹤0.01%
462
405
$26.8K ﹤0.01%
995
406
$26.8K ﹤0.01%
200
407
$25.7K ﹤0.01%
601
408
$25.3K ﹤0.01%
388
+91
409
$25.2K ﹤0.01%
524
410
$24.8K ﹤0.01%
123
411
$24.8K ﹤0.01%
1,087
412
$24.2K ﹤0.01%
648
413
$23.8K ﹤0.01%
500
414
$23.5K ﹤0.01%
550
-130
415
$23.4K ﹤0.01%
229
-200
416
$23.3K ﹤0.01%
92
417
$23.2K ﹤0.01%
4,000
418
$22.9K ﹤0.01%
94
+40
419
$21.9K ﹤0.01%
75
+27
420
$21.4K ﹤0.01%
+278
421
$21.2K ﹤0.01%
223
422
$21K ﹤0.01%
82
423
$21K ﹤0.01%
30
424
$20.9K ﹤0.01%
441
-112
425
$20.7K ﹤0.01%
40
15 16
17
18 19