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
101
$1.36M 0.14%
9,143
-399
102
$1.35M 0.14%
5,228
103
$1.34M 0.14%
24,110
+1,445
104
$1.32M 0.14%
14,936
105
$1.32M 0.14%
15,213
+611
106
$1.3M 0.14%
5,681
107
$1.29M 0.13%
15,232
+15
108
$1.26M 0.13%
3,665
109
$1.22M 0.13%
9,127
-758
110
$1.22M 0.13%
15,659
111
$1.2M 0.12%
4,760
+260
112
$1.17M 0.12%
19,125
+10,732
113
$1.14M 0.12%
30,654
-450
114
$1.13M 0.12%
5,146
115
$1.12M 0.12%
8,679
+78
116
$1.11M 0.11%
59,547
-7,728
117
$1.09M 0.11%
5,214
+67
118
$1.01M 0.1%
9,000
119
$981K 0.1%
40,658
120
$956K 0.1%
9,450
121
$951K 0.1%
3,180
+128
122
$933K 0.1%
4,825
+25
123
$901K 0.09%
2
124
$895K 0.09%
16,510
-178
125
$893K 0.09%
1,816
3 4
5
6 7