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
$700M
AUM Growth
+$80.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$3.14M
3
+$2.01M
4
CI icon
Cigna
CI
+$1.32M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$983K

Top Sells

1
+$9.21M
2
+$3.35M
3
+$1.91M
4
ESI icon
Element Solutions
ESI
+$1.06M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.03M

Sector Composition

1 Technology 11.53%
2 Financials 9.64%
3 Healthcare 8.37%
4 Industrials 6.8%
5 Consumer Staples 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.72M 0.53%
62,971
-1,476
52
$3.57M 0.51%
27,157
+158
53
$3.56M 0.51%
49,106
+1,880
54
$3.43M 0.49%
63,539
-2,321
55
$3.38M 0.48%
83,836
-742
56
$3.37M 0.48%
30,545
+28,453
57
$3.2M 0.46%
19,920
+1,052
58
$3.17M 0.45%
18,075
+11,457
59
$2.99M 0.43%
37,525
-115,701
60
$2.95M 0.42%
54,995
-62,465
61
$2.88M 0.41%
52,171
+1,505
62
$2.85M 0.41%
55,148
-3,856
63
$2.79M 0.4%
51,875
-102
64
$2.75M 0.39%
34,274
+1,047
65
$2.74M 0.39%
16,175
-66
66
$2.64M 0.38%
111,522
-2,608
67
$2.53M 0.36%
18,604
+7
68
$2.5M 0.36%
18,443
+1,233
69
$2.43M 0.35%
15,205
-308
70
$2.43M 0.35%
14,080
+158
71
$2.4M 0.34%
56,064
+1,095
72
$2.29M 0.33%
28,928
-1,020
73
$2.25M 0.32%
500,760
+65,080
74
$2.21M 0.32%
51,375
+6,230
75
$2.17M 0.31%
17,728
+843
1 2
3
4 5