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
$619M
AUM Growth
-$98.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$2.34M
3
+$2.34M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.18M
5
NVDA icon
NVIDIA
NVDA
+$1.41M

Top Sells

1
+$4.98M
2
+$2.92M
3
+$2.52M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.52M
5
CI icon
Cigna
CI
+$1.38M

Sector Composition

1 Technology 10.8%
2 Financials 9.94%
3 Healthcare 8.47%
4 Industrials 6.82%
5 Consumer Staples 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$9K ﹤0.01%
500
427
$9K ﹤0.01%
400
428
$9K ﹤0.01%
140
429
$8K ﹤0.01%
270
-30
430
$8K ﹤0.01%
294
431
$8K ﹤0.01%
100
432
$8K ﹤0.01%
330
-635
433
$8K ﹤0.01%
100
-393
434
$8K ﹤0.01%
140
435
$8K ﹤0.01%
50
436
$8K ﹤0.01%
160
437
$8K ﹤0.01%
93
-51
438
$8K ﹤0.01%
670
439
$8K ﹤0.01%
+48
440
$7K ﹤0.01%
54
-1
441
$7K ﹤0.01%
+148
442
$7K ﹤0.01%
+564
443
$7K ﹤0.01%
100
444
$7K ﹤0.01%
75
445
$6K ﹤0.01%
154
446
$6K ﹤0.01%
1,700
447
$6K ﹤0.01%
44
448
$6K ﹤0.01%
185
449
$6K ﹤0.01%
60
450
$6K ﹤0.01%
80
16 17
18
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