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
$774M
AUM Growth
+$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1 +$14.9M
2 +$2.6M
3 +$2.15M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.02M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.02M

Top Sells

1 +$26.5M
2 +$4.47M
3 +$3.69M
4
DD icon
DuPont de Nemours
DD
+$3.53M
5
CTVA icon
Corteva
CTVA
+$2.82M

Sector Composition

1 Technology 17.07%
2 Financials 8.98%
3 Healthcare 8.6%
4 Consumer Staples 5.38%
5 Industrials 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
-500