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
$762M
AUM Growth
+$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1 +$3.51M
2 +$2.94M
3 +$2.3M
4
NOW icon
ServiceNow
NOW
+$1.91M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.4M

Sector Composition

1 Technology 13.82%
2 Healthcare 9.33%
3 Financials 8.02%
4 Consumer Staples 6.49%
5 Consumer Discretionary 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$9K ﹤0.01%
+368
427
$9K ﹤0.01%
170
428
$9K ﹤0.01%
+621
429
$9K ﹤0.01%
800
430
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500
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900
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$8K ﹤0.01%
595
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$8K ﹤0.01%
400
434
$8K ﹤0.01%
300
435
$8K ﹤0.01%
+35
436
$8K ﹤0.01%
1,055
437
$8K ﹤0.01%
100
438
$8K ﹤0.01%
762
439
$8K ﹤0.01%
120
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$7K ﹤0.01%
125
441
$7K ﹤0.01%
412
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$7K ﹤0.01%
250
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240
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$7K ﹤0.01%
80
446
$7K ﹤0.01%
330
447
$7K ﹤0.01%
1,230
448
$7K ﹤0.01%
800
449
$7K ﹤0.01%
200
450
$6K ﹤0.01%
685