WB

Webster Bank Portfolio holdings

AUM $968M
1-Year Est. Return 16.73%
This Quarter Est. Return
1 Year Est. Return
+16.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$700M
AUM Growth
+$80.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1 +$16.3M
2 +$3.14M
3 +$2.01M
4
CI icon
Cigna
CI
+$1.32M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$983K

Top Sells

1 +$9.21M
2 +$3.35M
3 +$1.91M
4
ESI icon
Element Solutions
ESI
+$1.06M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.03M

Sector Composition

1 Technology 11.53%
2 Financials 9.64%
3 Healthcare 8.37%
4 Industrials 6.8%
5 Consumer Staples 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$11K ﹤0.01%
500
427
$10K ﹤0.01%
156
428
$10K ﹤0.01%
140
429
$10K ﹤0.01%
54
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$10K ﹤0.01%
270
431
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50
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122
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$9K ﹤0.01%
39
434
$9K ﹤0.01%
564
435
$9K ﹤0.01%
294
436
$9K ﹤0.01%
621
-170
437
$9K ﹤0.01%
100
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330
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$9K ﹤0.01%
100
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$9K ﹤0.01%
154
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$9K ﹤0.01%
93
442
$9K ﹤0.01%
400
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$8K ﹤0.01%
154
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$8K ﹤0.01%
200
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$8K ﹤0.01%
100
446
$8K ﹤0.01%
140
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$8K ﹤0.01%
34
448
$8K ﹤0.01%
670
449
$7K ﹤0.01%
+200
450
$7K ﹤0.01%
1,700