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
$688M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$4.22M
3
+$3.11M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.66M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.65M

Top Sells

1
+$11.1M
2
+$2.56M
3
+$1.79M
4
CSCO icon
Cisco
CSCO
+$1.5M
5
ABBV icon
AbbVie
ABBV
+$1.2M

Sector Composition

1 Financials 9.31%
2 Healthcare 8.99%
3 Industrials 8.77%
4 Technology 8.54%
5 Energy 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$22K ﹤0.01%
500
427
$21K ﹤0.01%
241
428
$21K ﹤0.01%
450
429
$21K ﹤0.01%
650
430
$21K ﹤0.01%
700
431
$20K ﹤0.01%
700
432
$20K ﹤0.01%
86
-19
433
$20K ﹤0.01%
270
434
$20K ﹤0.01%
1,500
435
$20K ﹤0.01%
500
+200
436
$19K ﹤0.01%
844
437
$19K ﹤0.01%
1,200
438
$19K ﹤0.01%
156
439
$19K ﹤0.01%
300
440
$19K ﹤0.01%
200
441
$19K ﹤0.01%
350
442
$18K ﹤0.01%
300
443
$18K ﹤0.01%
512
444
$18K ﹤0.01%
155
-580
445
$18K ﹤0.01%
600
446
$17K ﹤0.01%
1,500
447
$17K ﹤0.01%
800
448
$17K ﹤0.01%
270
449
$17K ﹤0.01%
335
450
$16K ﹤0.01%
183
16 17
18
19 20