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
$966M
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$4.25M
3
+$1.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.25M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.21M

Top Sells

1
+$2.31M
2
+$1.9M
3
+$1.8M
4
DHR icon
Danaher
DHR
+$1.29M
5
QRVO icon
Qorvo
QRVO
+$1.2M

Sector Composition

1 Technology 14.76%
2 Financials 9.21%
3 Healthcare 9.2%
4 Consumer Staples 5.64%
5 Communication Services 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$16K ﹤0.01%
1,207
452
$16K ﹤0.01%
508
453
$16K ﹤0.01%
+393
454
$16K ﹤0.01%
70
455
$16K ﹤0.01%
300
456
$16K ﹤0.01%
500
457
$15K ﹤0.01%
254
458
$15K ﹤0.01%
294
459
$15K ﹤0.01%
278
460
$15K ﹤0.01%
905
461
$15K ﹤0.01%
200
462
$14K ﹤0.01%
325
463
$14K ﹤0.01%
2,000
464
$14K ﹤0.01%
+25
465
$14K ﹤0.01%
+92
466
$14K ﹤0.01%
368
467
$14K ﹤0.01%
150
-20
468
$14K ﹤0.01%
246
469
$13K ﹤0.01%
700
470
$13K ﹤0.01%
150
471
$13K ﹤0.01%
412
472
$13K ﹤0.01%
+54
473
$13K ﹤0.01%
30
474
$13K ﹤0.01%
1,055
475
$13K ﹤0.01%
78
17 18
19
20 21