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
$767M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$2.11M
3
+$2.02M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.64M
5
ACN icon
Accenture
ACN
+$1.45M

Top Sells

1
+$5.6M
2
+$2.32M
3
+$2.14M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.76M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$1.28M

Sector Composition

1 Technology 15.21%
2 Healthcare 9.59%
3 Financials 8.83%
4 Consumer Staples 6.17%
5 Energy 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$4.23K ﹤0.01%
120
527
$4.22K ﹤0.01%
500
528
$3.84K ﹤0.01%
+357
529
$3.68K ﹤0.01%
106
530
$3.64K ﹤0.01%
175
531
$3.45K ﹤0.01%
+78
532
$3.2K ﹤0.01%
+32
533
$3.18K ﹤0.01%
16
534
$3.1K ﹤0.01%
20
535
$2.9K ﹤0.01%
250
536
$2.83K ﹤0.01%
348
537
$2.62K ﹤0.01%
164
538
$2.56K ﹤0.01%
700
539
$2.5K ﹤0.01%
54
540
$2.23K ﹤0.01%
200
541
$1.96K ﹤0.01%
102
542
$1.55K ﹤0.01%
175
543
$1.52K ﹤0.01%
240
544
$1.48K ﹤0.01%
129
545
$1.37K ﹤0.01%
+11
546
$1.36K ﹤0.01%
49
547
$1.29K ﹤0.01%
+29
548
$1.26K ﹤0.01%
45
549
$1.26K ﹤0.01%
+29
550
$1.07K ﹤0.01%
500
20 21
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