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
$774M
AUM Growth
+$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$2.6M
3
+$2.15M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.02M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.02M

Top Sells

1
+$26.5M
2
+$4.47M
3
+$3.69M
4
DD icon
DuPont de Nemours
DD
+$3.53M
5
CTVA icon
Corteva
CTVA
+$2.82M

Sector Composition

1 Technology 17.07%
2 Financials 8.98%
3 Healthcare 8.6%
4 Consumer Staples 5.38%
5 Industrials 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$15K ﹤0.01%
750
427
$14.9K ﹤0.01%
512
428
$14.9K ﹤0.01%
1,000
429
$14.9K ﹤0.01%
146
-739
430
$14.8K ﹤0.01%
257
431
$14.6K ﹤0.01%
30
432
$14.4K ﹤0.01%
311
-350
433
$14K ﹤0.01%
1,378
434
$14K ﹤0.01%
34
-300
435
$13.6K ﹤0.01%
1,087
-2,091
436
$13.3K ﹤0.01%
508
437
$13.1K ﹤0.01%
57
438
$13K ﹤0.01%
458
439
$13K ﹤0.01%
1,357
440
$12.9K ﹤0.01%
342
441
$12.8K ﹤0.01%
843
442
$12.4K ﹤0.01%
1,418
443
$12.2K ﹤0.01%
284
444
$12.1K ﹤0.01%
997
445
$12K ﹤0.01%
1,241
446
$11.8K ﹤0.01%
294
447
$11.8K ﹤0.01%
2,000
448
$11.6K ﹤0.01%
1,447
449
$11.6K ﹤0.01%
54
450
$11.6K ﹤0.01%
150
16 17
18
19 20