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
$895M
AUM Growth
+$78.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$1.78M
3
+$1.71M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.64M
5
VTV icon
Vanguard Value ETF
VTV
+$1.62M

Top Sells

1
+$3.7M
2
+$2.21M
3
+$1.15M
4
AAPL icon
Apple
AAPL
+$882K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$855K

Sector Composition

1 Technology 17.19%
2 Financials 10.07%
3 Healthcare 7.96%
4 Consumer Staples 5.12%
5 Industrials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$4.22K ﹤0.01%
+14
552
$4.14K ﹤0.01%
49
553
$4.14K ﹤0.01%
+30
554
$4.12K ﹤0.01%
+15
555
$4.05K ﹤0.01%
16
556
$4K ﹤0.01%
+12
557
$4K ﹤0.01%
+30
558
$3.9K ﹤0.01%
+20
559
$3.82K ﹤0.01%
+12
560
$3.82K ﹤0.01%
203
-110
561
$3.7K ﹤0.01%
175
562
$3.7K ﹤0.01%
185
-4,834
563
$3.69K ﹤0.01%
292
564
$3.65K ﹤0.01%
+500
565
$3.61K ﹤0.01%
53
+17
566
$3.52K ﹤0.01%
250
567
$3.52K ﹤0.01%
+50
568
$3.5K ﹤0.01%
+14
569
$3.43K ﹤0.01%
1,300
570
$3.42K ﹤0.01%
28
-4
571
$3.4K ﹤0.01%
+8
572
$3.34K ﹤0.01%
+45
573
$3.33K ﹤0.01%
54
574
$3.33K ﹤0.01%
+41
575
$3.14K ﹤0.01%
6
-62
21 22
23
24 25