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
$966M
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$4.54M
3
+$1.51M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.27M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.25M

Top Sells

1
+$2.23M
2
+$1.74M
3
+$1.69M
4
QRVO icon
Qorvo
QRVO
+$1.22M
5
DHR icon
Danaher
DHR
+$1.22M

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
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$0 ﹤0.01%
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554
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$0 ﹤0.01%
8
566
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-2,400
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