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
$739M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1 +$4.17M
2 +$3.59M
3 +$2.75M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.45M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.56M

Top Sells

1 +$6.33M
2 +$2.04M
3 +$1.46M
4
DD icon
DuPont de Nemours
DD
+$724K
5
SHW icon
Sherwin-Williams
SHW
+$550K

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%
125
-100
455
$7K ﹤0.01%
564
456
$7K ﹤0.01%
+140
457
$7K ﹤0.01%
1,700
458
$7K ﹤0.01%
44
459
$7K ﹤0.01%
80
460
$7K ﹤0.01%
118
461
$7K ﹤0.01%
170
462
$6K ﹤0.01%
148
463
$6K ﹤0.01%
29
464
$6K ﹤0.01%
45
465
$6K ﹤0.01%
65
466
$6K ﹤0.01%
535
467
$6K ﹤0.01%
96
468
$6K ﹤0.01%
+23
469
$6K ﹤0.01%
100
470
$6K ﹤0.01%
381
-37
471
$6K ﹤0.01%
132
472
$5K ﹤0.01%
+60
473
$5K ﹤0.01%
200
474
$5K ﹤0.01%
+80
475
$5K ﹤0.01%
310