WB

Webster Bank Portfolio holdings

AUM $968M
1-Year Est. Return 16.73%
This Quarter Est. Return
1 Year Est. Return
+16.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$684M
AUM Growth
-$3.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1 +$7.76M
2 +$3.04M
3 +$1.78M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.22M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$730K

Top Sells

1 +$18.7M
2 +$10.6M
3 +$6.44M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$6.28M
5
BP icon
BP
BP
+$3.1M

Sector Composition

1 Energy 15.19%
2 Financials 8.15%
3 Industrials 7.82%
4 Technology 7.52%
5 Healthcare 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$4K ﹤0.01%
+250
552
$4K ﹤0.01%
+130
553
$4K ﹤0.01%
+70
554
$4K ﹤0.01%
+110
555
$4K ﹤0.01%
+118
556
$4K ﹤0.01%
+100
557
$4K ﹤0.01%
+60
558
$4K ﹤0.01%
+90
559
$4K ﹤0.01%
+200
560
$3K ﹤0.01%
+40
561
$3K ﹤0.01%
+70
562
$3K ﹤0.01%
+86
563
$3K ﹤0.01%
+200
564
$3K ﹤0.01%
+200
565
$3K ﹤0.01%
+132
566
$3K ﹤0.01%
+4
567
$3K ﹤0.01%
+234
568
$3K ﹤0.01%
+25
569
$2K ﹤0.01%
+90
570
$2K ﹤0.01%
+6
571
$2K ﹤0.01%
+78
572
$2K ﹤0.01%
+70
573
$2K ﹤0.01%
+17
574
$2K ﹤0.01%
+9
575
$2K ﹤0.01%
+350