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
$641M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$8.54M
3
+$5.03M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$4M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.77M

Top Sells

1
+$6.69M
2
+$6.28M
3
+$5.81M
4
CB
CHUBB CORPORATION
CB
+$5.15M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.84M

Sector Composition

1 Energy 17.74%
2 Healthcare 8.87%
3 Industrials 8.78%
4 Technology 7.45%
5 Financials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.86M 0.76%
41,671
+199
27
$4.76M 0.74%
160,540
+17,280
28
$4.63M 0.72%
56,322
-2,489
29
$4.54M 0.71%
83,887
+3,276
30
$4.3M 0.67%
30,387
+934
31
$4.25M 0.66%
149,444
+3,310
32
$4.19M 0.65%
76,480
+1,038
33
$4.08M 0.64%
99,827
-1,210
34
$4.06M 0.63%
19,645
-10,031
35
$4.05M 0.63%
38,675
+3,000
36
$4M 0.63%
+77,928
37
$3.85M 0.6%
34,563
+11,084
38
$3.81M 0.59%
74,262
+436
39
$3.76M 0.59%
79,800
-2,425
40
$3.72M 0.58%
91,218
-1,152
41
$3.71M 0.58%
53,598
-125
42
$3.67M 0.57%
29,124
+1,688
43
$3.63M 0.57%
81,859
-6,466
44
$3.6M 0.56%
36,261
+11,269
45
$3.54M 0.55%
48,071
-485
46
$3.48M 0.54%
44,353
+62
47
$3.42M 0.53%
23,621
-3,240
48
$3.41M 0.53%
40,731
+12,782
49
$3.36M 0.52%
48,946
-729
50
$3.28M 0.51%
129,024
-2,377
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