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
$718M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$2.7M
3
+$1.74M
4
EMR icon
Emerson Electric
EMR
+$1.63M
5
PYPL icon
PayPal
PYPL
+$1.59M

Top Sells

1
+$11.5M
2
+$3.74M
3
+$2.12M
4
INTC icon
Intel
INTC
+$1.94M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.66M

Sector Composition

1 Technology 11.07%
2 Financials 10.64%
3 Healthcare 8.48%
4 Industrials 7.71%
5 Energy 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$6K ﹤0.01%
1,000
477
$6K ﹤0.01%
+162
478
$6K ﹤0.01%
170
479
$5K ﹤0.01%
75
480
$5K ﹤0.01%
168
-168
481
$5K ﹤0.01%
+29
482
$5K ﹤0.01%
75
483
$5K ﹤0.01%
80
484
$4K ﹤0.01%
100
485
$4K ﹤0.01%
200
486
$4K ﹤0.01%
+26
487
$4K ﹤0.01%
198
488
$4K ﹤0.01%
78
489
$4K ﹤0.01%
118
490
$4K ﹤0.01%
200
491
$4K ﹤0.01%
50
492
$4K ﹤0.01%
+10
493
$3K ﹤0.01%
66
-41
494
$3K ﹤0.01%
63
-74
495
$3K ﹤0.01%
80
496
$3K ﹤0.01%
250
497
$3K ﹤0.01%
111
498
$3K ﹤0.01%
61
499
$3K ﹤0.01%
60
500
$3K ﹤0.01%
+147
18 19
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