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
$966M
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$4.25M
3
+$1.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.25M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.21M

Top Sells

1
+$2.31M
2
+$1.9M
3
+$1.8M
4
DHR icon
Danaher
DHR
+$1.29M
5
QRVO icon
Qorvo
QRVO
+$1.2M

Sector Composition

1 Technology 14.76%
2 Financials 9.21%
3 Healthcare 9.2%
4 Consumer Staples 5.64%
5 Communication Services 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$22K ﹤0.01%
250
427
$22K ﹤0.01%
508
428
$22K ﹤0.01%
2,620
429
$22K ﹤0.01%
325
430
$22K ﹤0.01%
187
431
$22K ﹤0.01%
92
432
$21K ﹤0.01%
1,378
433
$21K ﹤0.01%
1,148
434
$20K ﹤0.01%
174
435
$20K ﹤0.01%
+900
436
$20K ﹤0.01%
100
437
$20K ﹤0.01%
339
-26
438
$19K ﹤0.01%
+40
439
$19K ﹤0.01%
358
440
$19K ﹤0.01%
378
-34
441
$18K ﹤0.01%
685
442
$18K ﹤0.01%
443
443
$18K ﹤0.01%
+288
444
$18K ﹤0.01%
+625
445
$17K ﹤0.01%
997
446
$17K ﹤0.01%
82
+72
447
$17K ﹤0.01%
123
448
$17K ﹤0.01%
621
449
$17K ﹤0.01%
800
450
$17K ﹤0.01%
342
16 17
18
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