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
576
$3.13K ﹤0.01%
+14
577
$2.99K ﹤0.01%
+32
578
$2.99K ﹤0.01%
82
579
$2.96K ﹤0.01%
348
580
$2.9K ﹤0.01%
+104
581
$2.88K ﹤0.01%
146
582
$2.8K ﹤0.01%
200
583
$2.73K ﹤0.01%
+13
584
$2.73K ﹤0.01%
164
585
$2.73K ﹤0.01%
+6
586
$2.7K ﹤0.01%
700
587
$2.67K ﹤0.01%
+36
588
$2.57K ﹤0.01%
+14
589
$2.54K ﹤0.01%
+32
590
$2.47K ﹤0.01%
175
591
$2.41K ﹤0.01%
276
-909
592
$2.37K ﹤0.01%
+32
593
$2.3K ﹤0.01%
20
-62
594
$2.12K ﹤0.01%
+88
595
$1.86K ﹤0.01%
14
+1
596
$1.73K ﹤0.01%
+20
597
$1.67K ﹤0.01%
20
598
$1.53K ﹤0.01%
129
599
$1.41K ﹤0.01%
32
-536
600
$1.34K ﹤0.01%
390
22 23
24
25 26