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
26
$8.88M 0.92%
51,134
-1,292
27
$8.87M 0.92%
15,628
-974
28
$8.63M 0.89%
21,678
+171
29
$8.52M 0.88%
20,539
-410
30
$8.43M 0.87%
133,003
-4,587
31
$8.31M 0.86%
34,425
+621
32
$8.15M 0.84%
208,650
+27,946
33
$8.03M 0.83%
250,698
-3,888
34
$7.94M 0.82%
76,932
+214
35
$7.86M 0.81%
176,579
-7,924
36
$7.7M 0.8%
22,889
-1,097
37
$7.62M 0.79%
73,398
-12
38
$7.61M 0.79%
29,923
-870
39
$7.13M 0.74%
37,786
+1,921
40
$7.12M 0.74%
81,603
-3,783
41
$6.92M 0.72%
87,946
-3,576
42
$6.83M 0.71%
30,235
+6,657
43
$6.59M 0.68%
24,401
-1,145
44
$5.37M 0.56%
175,456
-1,270
45
$5.16M 0.53%
37,778
-1,503
46
$5.09M 0.53%
32,517
-2,305
47
$5.07M 0.53%
21,624
-278
48
$5.07M 0.52%
32,728
+665
49
$5.04M 0.52%
29,008
+204
50
$4.83M 0.5%
35,282
-4,168
1
2
3 4 5