WB

Webster Bank Portfolio holdings

AUM $968M
1-Year Est. Return 16.73%
This Quarter Est. Return
1 Year Est. Return
+16.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$851M
AUM Growth
+$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1 +$3.81M
2 +$2.31M
3 +$2.18M
4
PYPL icon
PayPal
PYPL
+$2.18M
5
V icon
Visa
V
+$1.64M

Top Sells

1 +$1.43M
2 +$1.28M
3 +$1.2M
4
VMC icon
Vulcan Materials
VMC
+$1.06M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$960K

Sector Composition

1 Technology 13.91%
2 Financials 9.36%
3 Healthcare 8.77%
4 Consumer Staples 6.14%
5 Communication Services 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$7K ﹤0.01%
132
477
$6K ﹤0.01%
320
478
$6K ﹤0.01%
535
479
$6K ﹤0.01%
32
480
$6K ﹤0.01%
40
481
$6K ﹤0.01%
800
482
$6K ﹤0.01%
170
483
$6K ﹤0.01%
500
484
$6K ﹤0.01%
500
-400
485
$5K ﹤0.01%
350
486
$5K ﹤0.01%
60
487
$5K ﹤0.01%
29
488
$5K ﹤0.01%
80
489
$5K ﹤0.01%
310
490
$5K ﹤0.01%
60
491
$5K ﹤0.01%
+25
492
$5K ﹤0.01%
64
493
$5K ﹤0.01%
60
494
$5K ﹤0.01%
206
495
$5K ﹤0.01%
910
496
$4K ﹤0.01%
175
-41,980
497
$4K ﹤0.01%
140
498
$4K ﹤0.01%
100
499
$4K ﹤0.01%
40
500
$4K ﹤0.01%
80