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
$724M
AUM Growth
+$9.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.13M
3
+$1.59M
4
PEP icon
PepsiCo
PEP
+$1.34M
5
VZ icon
Verizon
VZ
+$932K

Top Sells

1
+$1.89M
2
+$1.58M
3
+$1.5M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.39M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$973K

Sector Composition

1 Energy 22.31%
2 Healthcare 10.63%
3 Industrials 10.48%
4 Technology 10.03%
5 Financials 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.92M 0.54%
42,904
-1,047
52
$3.87M 0.54%
34,099
+593
53
$3.84M 0.53%
144,958
-6,851
54
$3.81M 0.53%
49,986
-2,075
55
$3.38M 0.47%
148,020
-2,870
56
$3.36M 0.46%
130,188
-2,290
57
$3.35M 0.46%
2,929
-15
58
$3.24M 0.45%
45,614
-2,244
59
$3.16M 0.44%
38,846
+30,903
60
$3.13M 0.43%
55,740
-640
61
$3.12M 0.43%
60,026
-727
62
$3.09M 0.43%
77,953
+16,763
63
$3.02M 0.42%
64,856
-1,085
64
$2.91M 0.4%
25,004
+1,029
65
$2.85M 0.39%
21,718
+436
66
$2.72M 0.38%
161,620
-13,300
67
$2.6M 0.36%
38,406
-370
68
$2.54M 0.35%
29,944
-1,125
69
$2.53M 0.35%
31,638
-420
70
$2.53M 0.35%
65,508
-600
71
$2.5M 0.35%
22,042
+1,351
72
$2.42M 0.33%
65,986
-3,967
73
$2.27M 0.31%
52,379
74
$2.08M 0.29%
25,439
-2,098
75
$2.06M 0.28%
26,017
+700
1 2
3
4 5