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
$931M
AUM Growth
-$9.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
599
New
Increased
Reduced
Closed

Top Sells

1 +$11.7M
2 +$10.1M
3 +$4.67M
4
WBS icon
Webster Financial
WBS
+$2.64M
5
NVDA icon
NVIDIA
NVDA
+$2.53M

Sector Composition

1 Technology 20.21%
2 Financials 8.33%
3 Healthcare 5.98%
4 Communication Services 5.08%
5 Consumer Staples 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$16.2K ﹤0.01%
1,500
452
$15.9K ﹤0.01%
176
453
$15.9K ﹤0.01%
413
454
$15.7K ﹤0.01%
176
-50
455
$15.2K ﹤0.01%
285
+209
456
$14.8K ﹤0.01%
1,500
+1,000
457
$14.8K ﹤0.01%
342
458
$14.8K ﹤0.01%
40
459
$14.6K ﹤0.01%
300
460
$14.4K ﹤0.01%
1,378
461
$14.3K ﹤0.01%
+5,880
462
$14.3K ﹤0.01%
393
463
$14.3K ﹤0.01%
450
464
$14.3K ﹤0.01%
82
465
$13.4K ﹤0.01%
652
+260
466
$12.8K ﹤0.01%
151
467
$12.1K ﹤0.01%
330
468
$12.1K ﹤0.01%
1,052
469
$12.1K ﹤0.01%
200
+100
470
$11.7K ﹤0.01%
106
+20
471
$11.6K ﹤0.01%
290
472
$11.5K ﹤0.01%
997
473
$11.5K ﹤0.01%
75
474
$11.3K ﹤0.01%
54
475
$11.1K ﹤0.01%
318