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
$966M
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$4.25M
3
+$1.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.25M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.21M

Top Sells

1
+$2.31M
2
+$1.9M
3
+$1.8M
4
DHR icon
Danaher
DHR
+$1.29M
5
QRVO icon
Qorvo
QRVO
+$1.2M

Sector Composition

1 Technology 14.76%
2 Financials 9.21%
3 Healthcare 9.2%
4 Consumer Staples 5.64%
5 Communication Services 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.72M 0.49%
21,228
+5,629
52
$4.49M 0.46%
16,849
+244
53
$4.37M 0.45%
30,180
-780
54
$4.25M 0.44%
+72,199
55
$4.15M 0.43%
28,578
-1,199
56
$4.14M 0.43%
51,311
-322
57
$4.05M 0.42%
67,600
+20,277
58
$3.96M 0.41%
45,962
-849
59
$3.94M 0.41%
65,330
+3,440
60
$3.85M 0.4%
15,342
-658
61
$3.84M 0.4%
64,730
+1,092
62
$3.78M 0.39%
44,973
-1,567
63
$3.6M 0.37%
60,936
+3,600
64
$3.49M 0.36%
14,154
-23
65
$3.47M 0.36%
55,716
-18,300
66
$3.34M 0.35%
37,966
67
$3.27M 0.34%
5,031
-259
68
$3.13M 0.32%
46,379
69
$3.1M 0.32%
37,424
-272
70
$3.02M 0.31%
14,618
+129
71
$2.98M 0.31%
52,489
-322
72
$2.93M 0.3%
56,358
-1,868
73
$2.86M 0.3%
15,174
-734
74
$2.86M 0.3%
14,256
-636
75
$2.76M 0.29%
11,246
-485
1 2
3
4 5