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WB

Webster Bank Portfolio holdings

AUM $1.06B
1-Year Est. Return 19.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$914M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.53M
3
+$772K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$568K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$491K

Top Sells

1
+$4.05M
2
+$3.89M
3
+$2.2M
4
ATEX icon
Anterix
ATEX
+$2.02M
5
MSFT icon
Microsoft
MSFT
+$1.7M

Sector Composition

1 Technology 13.52%
2 Financials 9.9%
3 Healthcare 8.76%
4 Consumer Staples 5.62%
5 Communication Services 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
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