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
76
$2.66M 0.28%
25,755
+50
77
$2.62M 0.27%
22,303
-3,949
78
$2.44M 0.25%
9,115
-318
79
$2.39M 0.25%
50,629
-322
80
$2.34M 0.24%
21,633
+1,797
81
$2.3M 0.24%
11,020
-149
82
$2.1M 0.22%
40,690
-2,000
83
$2.02M 0.21%
26,300
+143
84
$2M 0.21%
40,940
-5,280
85
$1.97M 0.2%
5,325
86
$1.82M 0.19%
9,059
-564
87
$1.74M 0.18%
20,987
+502
88
$1.69M 0.18%
6,637
-22
89
$1.69M 0.18%
30,286
90
$1.68M 0.17%
22,902
91
$1.58M 0.16%
10,118
-7,697
92
$1.57M 0.16%
5,927
-585
93
$1.57M 0.16%
26,464
94
$1.55M 0.16%
6,678
95
$1.54M 0.16%
16,460
+1,830
96
$1.49M 0.15%
12,119
-686
97
$1.47M 0.15%
10,473
+78
98
$1.46M 0.15%
9,551
99
$1.44M 0.15%
10,875
+140
100
$1.37M 0.14%
16,935
+305
2 3
4
5 6