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
$718M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$2.7M
3
+$1.74M
4
EMR icon
Emerson Electric
EMR
+$1.63M
5
PYPL icon
PayPal
PYPL
+$1.59M

Top Sells

1
+$11.5M
2
+$3.74M
3
+$2.12M
4
INTC icon
Intel
INTC
+$1.94M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.66M

Sector Composition

1 Technology 11.07%
2 Financials 10.64%
3 Healthcare 8.48%
4 Industrials 7.71%
5 Energy 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$14K ﹤0.01%
508
427
$14K ﹤0.01%
795
428
$14K ﹤0.01%
+122
429
$14K ﹤0.01%
372
430
$14K ﹤0.01%
600
431
$13K ﹤0.01%
339
432
$13K ﹤0.01%
340
-9,160
433
$13K ﹤0.01%
+144
434
$12K ﹤0.01%
+277
435
$12K ﹤0.01%
400
436
$11K ﹤0.01%
55
437
$11K ﹤0.01%
894
438
$11K ﹤0.01%
222
439
$11K ﹤0.01%
500
440
$10K ﹤0.01%
300
441
$10K ﹤0.01%
100
442
$10K ﹤0.01%
75
-80
443
$10K ﹤0.01%
140
444
$10K ﹤0.01%
441
445
$9K ﹤0.01%
+200
446
$9K ﹤0.01%
20
447
$9K ﹤0.01%
+294
448
$9K ﹤0.01%
100
449
$9K ﹤0.01%
140
450
$9K ﹤0.01%
50
16 17
18
19 20