WB

Webster Bank Portfolio holdings

AUM $1.07B
1-Year Est. Return 19.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$783M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$2.15M
3
+$1.99M
4
MDT icon
Medtronic
MDT
+$1.98M
5
ABBV icon
AbbVie
ABBV
+$1.75M

Top Sells

1
+$6.52M
2
+$1.99M
3
+$1.49M
4
ESI icon
Element Solutions
ESI
+$1.3M
5
JPM icon
JPMorgan Chase
JPM
+$1.24M

Sector Composition

1 Technology 12.21%
2 Financials 10.85%
3 Healthcare 9.03%
4 Consumer Staples 6.21%
5 Industrials 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$9K ﹤0.01%
343
452
$9K ﹤0.01%
258
453
$9K ﹤0.01%
330
454
$9K ﹤0.01%
156
455
$8K ﹤0.01%
250
-400
456
$8K ﹤0.01%
44
457
$8K ﹤0.01%
+8
458
$8K ﹤0.01%
+150
459
$7K ﹤0.01%
125
460
$7K ﹤0.01%
200
461
$7K ﹤0.01%
564
462
$7K ﹤0.01%
140
463
$7K ﹤0.01%
1,700
464
$7K ﹤0.01%
96
465
$7K ﹤0.01%
+240
466
$7K ﹤0.01%
118
467
$7K ﹤0.01%
170
468
$7K ﹤0.01%
500
469
$7K ﹤0.01%
132
470
$6K ﹤0.01%
+140
471
$6K ﹤0.01%
29
472
$6K ﹤0.01%
674
-720
473
$6K ﹤0.01%
45
474
$6K ﹤0.01%
65
475
$6K ﹤0.01%
535
17 18
19
20 21