WB
Webster Bank Portfolio holdings
AUM
$968M
1-Year Return
16.73%
This Quarter Return
+0.68%
1 Year Return
+16.73%
3 Year Return
+72.84%
5 Year Return
+118.01%
10 Year Return
+226.38%
AUM
$605M
AUM Growth
+$8.7M
(+1.5%)
Cap. Flow
+$9.82M
Cap. Flow
% of AUM
1.62%
Top 10 Holdings %
Top 10 Hldgs %
43.28%
Holding
205
New
6
Increased
61
Reduced
88
Closed
15
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$5.41M |
| 2 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$5.11M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$3.33M |
| 4 |
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
|
$3.13M |
| 5 |
Lazard
LAZ
|
$3M |
Top Sells
| 1 |
MetLife
MET
|
$2.85M |
| 2 |
PETM
PETSMART INC
PETM
|
$2.81M |
| 3 |
Expeditors International
EXPD
|
$1.73M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$1.12M |
| 5 |
Industrial Select Sector SPDR Fund
XLI
|
$1.05M |
Sector Composition
| 1 | Energy | 19.8% |
| 2 | Healthcare | 8.54% |
| 3 | Industrials | 8.21% |
| 4 | Technology | 8.18% |
| 5 | Financials | 7.6% |
