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
$895M
AUM Growth
+$78.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$1.78M
3
+$1.71M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.64M
5
VTV icon
Vanguard Value ETF
VTV
+$1.62M

Top Sells

1
+$3.7M
2
+$2.21M
3
+$1.15M
4
AAPL icon
Apple
AAPL
+$882K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$855K

Sector Composition

1 Technology 17.19%
2 Financials 10.07%
3 Healthcare 7.96%
4 Consumer Staples 5.12%
5 Industrials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$9.54K ﹤0.01%
140
-231
477
$9.53K ﹤0.01%
210
478
$9.45K ﹤0.01%
179
479
$9.35K ﹤0.01%
1,050
480
$9.28K ﹤0.01%
700
481
$9.13K ﹤0.01%
330
482
$9.11K ﹤0.01%
100
483
$9.09K ﹤0.01%
+86
484
$8.94K ﹤0.01%
1,620
-1,000
485
$8.89K ﹤0.01%
66
-383
486
$8.75K ﹤0.01%
200
487
$8.69K ﹤0.01%
184
+87
488
$8.67K ﹤0.01%
+140
489
$8.43K ﹤0.01%
+1,741
490
$8.23K ﹤0.01%
+94
491
$8.17K ﹤0.01%
100
492
$8.16K ﹤0.01%
1,000
493
$7.96K ﹤0.01%
+21
494
$7.94K ﹤0.01%
+19
495
$7.94K ﹤0.01%
+109
496
$7.71K ﹤0.01%
+40
497
$7.61K ﹤0.01%
+5
498
$7.6K ﹤0.01%
+64
499
$7.6K ﹤0.01%
+193
500
$7.53K ﹤0.01%
166
+72
18 19
20
21 22