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
101
$1.59M 0.2%
+18,423
102
$1.53M 0.19%
+28,080
103
$1.52M 0.19%
+70,300
104
$1.51M 0.19%
+15,556
105
$1.5M 0.19%
+60,250
106
$1.46M 0.18%
+55,845
107
$1.37M 0.17%
+47,500
108
$1.35M 0.17%
+18,911
109
$1.26M 0.16%
+15,596
110
$1.2M 0.15%
+27,152
111
$1.18M 0.15%
+15,574
112
$1.17M 0.15%
+29,722
113
$1.16M 0.15%
+15,525
114
$1.13M 0.14%
+9,038
115
$1.08M 0.14%
+32,959
116
$1.07M 0.13%
+27,525
117
$1.03M 0.13%
+10,478
118
$1.02M 0.13%
+39,791
119
$1.01M 0.13%
+24,415
120
$995K 0.13%
+13,680
121
$967K 0.12%
+24,619
122
$881K 0.11%
+25,259
123
$847K 0.11%
+12,331
124
$842K 0.11%
+24,075
125
$794K 0.1%
+64,026
3 4
5
6 7