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
476
$13K ﹤0.01%
110
477
$12K ﹤0.01%
179
-91
478
$12K ﹤0.01%
750
479
$12K ﹤0.01%
100
480
$12K ﹤0.01%
3,055
481
$11K ﹤0.01%
300
482
$11K ﹤0.01%
+240
483
$11K ﹤0.01%
200
484
$10K ﹤0.01%
50
-50
485
$10K ﹤0.01%
377
-123
486
$10K ﹤0.01%
500
487
$10K ﹤0.01%
95
488
$10K ﹤0.01%
880
489
$10K ﹤0.01%
162
490
$9K ﹤0.01%
39
491
$9K ﹤0.01%
+48
492
$9K ﹤0.01%
32
493
$9K ﹤0.01%
500
494
$9K ﹤0.01%
330
495
$9K ﹤0.01%
200
496
$9K ﹤0.01%
+135
497
$9K ﹤0.01%
170
498
$9K ﹤0.01%
500
-1,000
499
$8K ﹤0.01%
135
+10
500
$8K ﹤0.01%
60
18 19
20
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