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
$767M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$2.11M
3
+$2.02M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.64M
5
ACN icon
Accenture
ACN
+$1.45M

Top Sells

1
+$5.6M
2
+$2.32M
3
+$2.14M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.76M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$1.28M

Sector Composition

1 Technology 15.21%
2 Healthcare 9.59%
3 Financials 8.83%
4 Consumer Staples 6.17%
5 Energy 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$9.35K ﹤0.01%
70
477
$9.23K ﹤0.01%
330
478
$9.14K ﹤0.01%
150
479
$9.07K ﹤0.01%
508
480
$8.91K ﹤0.01%
796
+46
481
$8.85K ﹤0.01%
+500
482
$8.84K ﹤0.01%
599
-90
483
$8.57K ﹤0.01%
+116
484
$8.56K ﹤0.01%
25
485
$8.46K ﹤0.01%
120
-30
486
$8.35K ﹤0.01%
+2,288
487
$8.34K ﹤0.01%
+1,000
488
$8.31K ﹤0.01%
+933
489
$8.07K ﹤0.01%
100
490
$8.06K ﹤0.01%
+669
491
$8.04K ﹤0.01%
700
492
$7.94K ﹤0.01%
179
493
$7.93K ﹤0.01%
230
494
$7.83K ﹤0.01%
+798
495
$7.71K ﹤0.01%
880
496
$7.59K ﹤0.01%
800
497
$7.52K ﹤0.01%
96
498
$7.51K ﹤0.01%
200
499
$7.4K ﹤0.01%
73
+19
500
$7.26K ﹤0.01%
+32
18 19
20
21 22