WB
Webster Bank Portfolio holdings
AUM
$968M
This Quarter Return
+11.9%
1 Year Return
+16.73%
3 Year Return
+72.84%
5 Year Return
+118.01%
10 Year Return
+226.38%
AUM
$700M
AUM Growth
+$700M
(+13%)
Cap. Flow
+$9.07M
Cap. Flow
% of AUM
1.3%
Top 10 Holdings %
Top 10 Hldgs %
38.19%
Holding
526
New
23
Increased
87
Reduced
136
Closed
22
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$16.3M |
| 2 |
iShares Intermediate Government/Credit Bond ETF
GVI
|
$3.14M |
| 3 |
Constellation Brands
STZ
|
$2.01M |
| 4 |
Cigna
CI
|
$1.32M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$983K |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$9.21M |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
$3.35M |
| 3 |
Lockheed Martin
LMT
|
$1.91M |
| 4 |
Element Solutions
ESI
|
$1.06M |
| 5 |
Vanguard Small-Cap ETF
VB
|
$1.03M |
Sector Composition
| 1 | Technology | 11.53% |
| 2 | Financials | 9.64% |
| 3 | Healthcare | 8.37% |
| 4 | Industrials | 6.8% |
| 5 | Consumer Staples | 6.38% |