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
$793M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$52.7M
3
+$26.3M
4
JPM icon
JPMorgan Chase
JPM
+$19.1M
5
CVX icon
Chevron
CVX
+$18.3M

Top Sells

No sells this quarter

Sector Composition

1 Energy 21.65%
2 Technology 11.58%
3 Financials 10.41%
4 Healthcare 9.9%
5 Consumer Staples 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.51M 0.57%
+53,247
52
$4.47M 0.56%
+38,859
53
$4.46M 0.56%
+156,347
54
$4.45M 0.56%
+52,145
55
$4.36M 0.55%
+27,108
56
$4.32M 0.55%
+51,566
57
$4.24M 0.53%
+98,922
58
$4.13M 0.52%
+266,460
59
$4.08M 0.51%
+66,009
60
$4.05M 0.51%
+36,661
61
$3.83M 0.48%
+158,071
62
$3.79M 0.48%
+160,636
63
$3.78M 0.48%
+65,945
64
$3.71M 0.47%
+64,047
65
$3.56M 0.45%
+62,687
66
$3.53M 0.45%
+75,652
67
$3.52M 0.44%
+253,204
68
$3.46M 0.44%
+113,526
69
$3.38M 0.43%
+3,044
70
$3.32M 0.42%
+40,836
71
$3.25M 0.41%
+253,093
72
$3.25M 0.41%
+80,930
73
$3.24M 0.41%
+57,989
74
$3.09M 0.39%
+63,295
75
$3.04M 0.38%
+68,071
1 2
3
4 5