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WB

Webster Bank Portfolio holdings

AUM $1.06B
1-Year Est. Return 19.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$739M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$3.58M
3
+$2.73M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.47M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.55M

Top Sells

1
+$6.33M
2
+$2.04M
3
+$1.38M
4
DD icon
DuPont de Nemours
DD
+$712K
5
SHW icon
Sherwin-Williams
SHW
+$510K

Sector Composition

1 Technology 11.6%
2 Financials 10.6%
3 Healthcare 7.99%
4 Consumer Staples 6.71%
5 Industrials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$9K ﹤0.01%
670
452
$8K ﹤0.01%
154
453
$8K ﹤0.01%
+500
454
$7K ﹤0.01%
176
455
$7K ﹤0.01%
80
456
$7K ﹤0.01%
118
457
$7K ﹤0.01%
170
458
$7K ﹤0.01%
125
-100
459
$7K ﹤0.01%
564
460
$7K ﹤0.01%
+140
461
$7K ﹤0.01%
1,700
462
$6K ﹤0.01%
325
463
$6K ﹤0.01%
535
464
$6K ﹤0.01%
96
465
$6K ﹤0.01%
100
466
$6K ﹤0.01%
381
-37
467
$6K ﹤0.01%
132
468
$6K ﹤0.01%
148
469
$6K ﹤0.01%
29
470
$6K ﹤0.01%
45
471
$6K ﹤0.01%
+23
472
$5K ﹤0.01%
+60
473
$5K ﹤0.01%
200
474
$5K ﹤0.01%
+80
475
$5K ﹤0.01%
310
17 18
19
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