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
$895M
AUM Growth
+$78.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$1.78M
3
+$1.71M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.64M
5
VTV icon
Vanguard Value ETF
VTV
+$1.62M

Top Sells

1
+$3.7M
2
+$2.21M
3
+$1.15M
4
AAPL icon
Apple
AAPL
+$882K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$855K

Sector Composition

1 Technology 17.19%
2 Financials 10.07%
3 Healthcare 7.96%
4 Consumer Staples 5.12%
5 Industrials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$20.1K ﹤0.01%
400
427
$19.8K ﹤0.01%
24
-2
428
$19.4K ﹤0.01%
1,689
-972
429
$19.2K ﹤0.01%
621
430
$18.9K ﹤0.01%
508
431
$18.7K ﹤0.01%
54
432
$18.5K ﹤0.01%
155
433
$18.2K ﹤0.01%
200
434
$17.5K ﹤0.01%
325
435
$17.5K ﹤0.01%
18
+14
436
$17.3K ﹤0.01%
1,000
437
$16.9K ﹤0.01%
300
438
$16.8K ﹤0.01%
257
439
$16.7K ﹤0.01%
176
-914
440
$16.2K ﹤0.01%
75
441
$16.1K ﹤0.01%
393
442
$15.8K ﹤0.01%
1,500
443
$15K ﹤0.01%
435
444
$14.9K ﹤0.01%
57
445
$14.7K ﹤0.01%
1,378
446
$14.7K ﹤0.01%
123
447
$14.6K ﹤0.01%
294
448
$14.2K ﹤0.01%
283
-2,157
449
$14.1K ﹤0.01%
1,418
450
$14.1K ﹤0.01%
361
-32
16 17
18
19 20