WB

Webster Bank Portfolio holdings

AUM $968M
1-Year Est. Return 16.73%
This Quarter Est. Return
1 Year Est. Return
+16.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$851M
AUM Growth
+$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1 +$3.81M
2 +$2.31M
3 +$2.18M
4
PYPL icon
PayPal
PYPL
+$2.18M
5
V icon
Visa
V
+$1.64M

Top Sells

1 +$1.43M
2 +$1.28M
3 +$1.2M
4
VMC icon
Vulcan Materials
VMC
+$1.06M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$960K

Sector Composition

1 Technology 13.91%
2 Financials 9.36%
3 Healthcare 8.77%
4 Consumer Staples 6.14%
5 Communication Services 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$10K ﹤0.01%
39
452
$10K ﹤0.01%
1,055
453
$10K ﹤0.01%
80
454
$10K ﹤0.01%
368
455
$10K ﹤0.01%
+71
456
$9K ﹤0.01%
595
457
$9K ﹤0.01%
300
458
$9K ﹤0.01%
187
459
$9K ﹤0.01%
100
460
$9K ﹤0.01%
2,000
461
$8K ﹤0.01%
45
462
$8K ﹤0.01%
250
463
$8K ﹤0.01%
412
464
$8K ﹤0.01%
240
465
$8K ﹤0.01%
200
466
$8K ﹤0.01%
30
467
$8K ﹤0.01%
500
468
$8K ﹤0.01%
330
469
$8K ﹤0.01%
200
470
$7K ﹤0.01%
147
-1
471
$7K ﹤0.01%
125
472
$7K ﹤0.01%
100
473
$7K ﹤0.01%
118
474
$7K ﹤0.01%
+50
475
$7K ﹤0.01%
150