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
$895M
AUM Growth
+$78.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$1.78M
3
+$1.71M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.64M
5
VTV icon
Vanguard Value ETF
VTV
+$1.62M

Top Sells

1
+$3.7M
2
+$2.21M
3
+$1.15M
4
AAPL icon
Apple
AAPL
+$882K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$855K

Sector Composition

1 Technology 17.19%
2 Financials 10.07%
3 Healthcare 7.96%
4 Consumer Staples 5.12%
5 Industrials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$13.7K ﹤0.01%
+233
452
$13.6K ﹤0.01%
71
453
$13.4K ﹤0.01%
189
+82
454
$13.3K ﹤0.01%
+34
455
$13.3K ﹤0.01%
33
+8
456
$13.1K ﹤0.01%
150
457
$12.8K ﹤0.01%
450
-62
458
$12.6K ﹤0.01%
200
-6
459
$12.6K ﹤0.01%
577
460
$12.5K ﹤0.01%
+106
461
$12.4K ﹤0.01%
134
462
$12.3K ﹤0.01%
1,032
463
$11.9K ﹤0.01%
278
464
$11.9K ﹤0.01%
+25
465
$11.9K ﹤0.01%
997
466
$11.7K ﹤0.01%
317
-200
467
$11.5K ﹤0.01%
1,002
-500
468
$11.3K ﹤0.01%
292
469
$11.2K ﹤0.01%
98
470
$10.8K ﹤0.01%
550
471
$10.4K ﹤0.01%
96
472
$10.2K ﹤0.01%
152
-523
473
$10.1K ﹤0.01%
+40
474
$10.1K ﹤0.01%
508
475
$9.54K ﹤0.01%
440
-18
17 18
19
20 21