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
501
$8K ﹤0.01%
89
502
$8K ﹤0.01%
+21
503
$8K ﹤0.01%
27
+13
504
$7K ﹤0.01%
230
505
$7K ﹤0.01%
29
506
$7K ﹤0.01%
535
507
$7K ﹤0.01%
100
508
$6K ﹤0.01%
100
509
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222
510
$5K ﹤0.01%
54
511
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35
512
$5K ﹤0.01%
185
513
$5K ﹤0.01%
31
514
$5K ﹤0.01%
910
515
$4K ﹤0.01%
175
516
$4K ﹤0.01%
106
+70
517
$4K ﹤0.01%
120
518
$4K ﹤0.01%
8
519
$4K ﹤0.01%
54
+49
520
$4K ﹤0.01%
200
521
$3K ﹤0.01%
250
522
$3K ﹤0.01%
700
523
$3K ﹤0.01%
43
524
$3K ﹤0.01%
51
-6
525
$3K ﹤0.01%
40
19 20
21
22 23