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
76
$2.9M 0.37%
+2,730,180
77
$2.87M 0.36%
+33,592
78
$2.86M 0.36%
+206,060
79
$2.85M 0.36%
+73,423
80
$2.76M 0.35%
+47,263
81
$2.7M 0.34%
+44,213
82
$2.7M 0.34%
+123,360
83
$2.54M 0.32%
+27,753
84
$2.44M 0.31%
+59,575
85
$2.41M 0.3%
+20,945
86
$2.33M 0.29%
+38,457
87
$2.26M 0.29%
+35,826
88
$2.25M 0.28%
+59,242
89
$2.24M 0.28%
+110,020
90
$2.23M 0.28%
+9,571
91
$2.12M 0.27%
+21,460
92
$2.1M 0.26%
+54,443
93
$2.06M 0.26%
+26,557
94
$1.9M 0.24%
+94,191
95
$1.88M 0.24%
+22,175
96
$1.78M 0.22%
+52,379
97
$1.75M 0.22%
+53,940
98
$1.65M 0.21%
+31,669
99
$1.62M 0.2%
+13,567
100
$1.6M 0.2%
+43,737
2 3
4
5 6