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
$718M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$2.7M
3
+$1.74M
4
EMR icon
Emerson Electric
EMR
+$1.63M
5
PYPL icon
PayPal
PYPL
+$1.59M

Top Sells

1
+$11.5M
2
+$3.74M
3
+$2.12M
4
INTC icon
Intel
INTC
+$1.94M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.66M

Sector Composition

1 Technology 11.07%
2 Financials 10.64%
3 Healthcare 8.48%
4 Industrials 7.71%
5 Energy 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.92M 0.55%
269,904
-6,972
52
$3.88M 0.54%
18,753
-372
53
$3.86M 0.54%
50,058
+217
54
$3.82M 0.53%
28,582
-893
55
$3.66M 0.51%
92,629
56
$3.65M 0.51%
66,204
-460
57
$3.51M 0.49%
17,157
+134
58
$3.5M 0.49%
71,106
-1,041
59
$3.47M 0.48%
82,926
-89,559
60
$3.46M 0.48%
64,900
-9,077
61
$3.25M 0.45%
62,694
-484
62
$3.13M 0.44%
20,494
+101
63
$3.06M 0.43%
57,531
-2,151
64
$3.04M 0.42%
97,248
-3,300
65
$2.92M 0.41%
14,370
-252
66
$2.88M 0.4%
19,644
-696
67
$2.61M 0.36%
17,327
-956
68
$2.52M 0.35%
19,928
-5,217
69
$2.5M 0.35%
52,882
-41,062
70
$2.46M 0.34%
22,084
-967
71
$2.44M 0.34%
13,531
+3,587
72
$2.37M 0.33%
15,739
-150
73
$2.36M 0.33%
6,811
+67
74
$2.34M 0.33%
31,822
-3,266
75
$2.33M 0.32%
46,379
1 2
3
4 5