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
76
$2.23M 0.31%
36,621
-1,954
77
$2.22M 0.31%
16,277
-36
78
$2.19M 0.31%
37,175
-1,535
79
$2.12M 0.3%
31,314
-269
80
$2.11M 0.29%
83,229
+554
81
$2.09M 0.29%
38,725
82
$2.07M 0.29%
17,016
-1,350
83
$2.06M 0.29%
37,310
-2,243
84
$1.98M 0.28%
46,240
+2,080
85
$1.97M 0.27%
33,020
+2,300
86
$1.96M 0.27%
22,304
+18,115
87
$1.95M 0.27%
11,896
+325
88
$1.95M 0.27%
27,187
+536
89
$1.9M 0.27%
12,658
90
$1.86M 0.26%
26,383
+14
91
$1.85M 0.26%
12,812
-98
92
$1.85M 0.26%
24,191
+21,236
93
$1.75M 0.24%
11,505
94
$1.69M 0.24%
22,481
+222
95
$1.68M 0.23%
35,415
+7,041
96
$1.66M 0.23%
9,926
+204
97
$1.63M 0.23%
25,268
-1,661
98
$1.57M 0.22%
38,302
-1,639
99
$1.5M 0.21%
9,399
+27
100
$1.46M 0.2%
6,783
-104
2 3
4
5 6