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
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.24M
3
+$806K
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$774K
5
AAPL icon
Apple
AAPL
+$528K

Top Sells

1
+$10.2M
2
+$1.26M
3
+$1.14M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$697K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$654K

Sector Composition

1 Technology 16.66%
2 Financials 9.05%
3 Healthcare 8.79%
4 Consumer Staples 5.44%
5 Industrials 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$11.4K ﹤0.01%
1,357
452
$11.3K ﹤0.01%
997
453
$11.3K ﹤0.01%
71
-77
454
$11.2K ﹤0.01%
54
455
$11.1K ﹤0.01%
1,241
456
$11K ﹤0.01%
508
457
$10.8K ﹤0.01%
100
458
$10.6K ﹤0.01%
100
459
$10.6K ﹤0.01%
700
460
$10.2K ﹤0.01%
96
461
$10.2K ﹤0.01%
458
462
$10.2K ﹤0.01%
1,032
463
$10.1K ﹤0.01%
250
-34
464
$10.1K ﹤0.01%
278
465
$10K ﹤0.01%
60
466
$9.82K ﹤0.01%
48
467
$9.53K ﹤0.01%
+537
468
$9.46K ﹤0.01%
163
469
$9.36K ﹤0.01%
1,447
470
$9.07K ﹤0.01%
95
-51
471
$8.95K ﹤0.01%
98
472
$8.9K ﹤0.01%
25
473
$8.71K ﹤0.01%
577
-22
474
$8.71K ﹤0.01%
1,133
475
$8.47K ﹤0.01%
206
-536
17 18
19
20 21