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
$739M
AUM Growth
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.24M
3
+$806K
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$774K
5
AAPL icon
Apple
AAPL
+$528K

Top Sells

1
+$10.2M
2
+$1.26M
3
+$1.14M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$697K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$654K

Sector Composition

1 Technology 16.66%
2 Financials 9.05%
3 Healthcare 8.79%
4 Consumer Staples 5.44%
5 Industrials 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$8.21K ﹤0.01%
789
477
$8.16K ﹤0.01%
16
478
$8.14K ﹤0.01%
330
479
$8K ﹤0.01%
500
480
$7.89K ﹤0.01%
179
481
$7.88K ﹤0.01%
+476
482
$7.86K ﹤0.01%
100
483
$7.62K ﹤0.01%
34
+2
484
$7.37K ﹤0.01%
+1,000
485
$7.31K ﹤0.01%
318
486
$7.16K ﹤0.01%
116
487
$7.14K ﹤0.01%
2,288
488
$6.97K ﹤0.01%
180
489
$6.91K ﹤0.01%
933
490
$6.9K ﹤0.01%
669
491
$6.79K ﹤0.01%
+60
492
$6.66K ﹤0.01%
100
493
$6.57K ﹤0.01%
798
494
$6.56K ﹤0.01%
100
495
$6.49K ﹤0.01%
210
496
$6.32K ﹤0.01%
377
497
$6.21K ﹤0.01%
880
498
$6.21K ﹤0.01%
700
499
$6.08K ﹤0.01%
135
500
$6.03K ﹤0.01%
594
18 19
20
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