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
$688M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$4.22M
3
+$3.11M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.66M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.65M

Top Sells

1
+$11.1M
2
+$2.56M
3
+$1.79M
4
CSCO icon
Cisco
CSCO
+$1.5M
5
ABBV icon
AbbVie
ABBV
+$1.2M

Sector Composition

1 Financials 9.31%
2 Healthcare 8.99%
3 Industrials 8.77%
4 Technology 8.54%
5 Energy 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$10K ﹤0.01%
1,700
477
$10K ﹤0.01%
+1,300
478
$10K ﹤0.01%
200
479
$9K ﹤0.01%
110
-68
480
$9K ﹤0.01%
300
481
$9K ﹤0.01%
150
482
$8K ﹤0.01%
64
483
$8K ﹤0.01%
100
484
$8K ﹤0.01%
200
485
$8K ﹤0.01%
670
486
$8K ﹤0.01%
140
487
$8K ﹤0.01%
+441
488
$7K ﹤0.01%
148
489
$7K ﹤0.01%
500
490
$7K ﹤0.01%
100
491
$7K ﹤0.01%
50
-74
492
$7K ﹤0.01%
246
493
$6K ﹤0.01%
44
494
$5K ﹤0.01%
96
495
$5K ﹤0.01%
43
-235
496
$5K ﹤0.01%
1,200
-18,000
497
$5K ﹤0.01%
360
498
$5K ﹤0.01%
75
499
$5K ﹤0.01%
80
500
$5K ﹤0.01%
125
18 19
20
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