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
151
$472K 0.07%
3,228
-10,965
152
$470K 0.07%
6,696
-1,545
153
$446K 0.06%
5,530
+1,217
154
$434K 0.06%
7,187
-4,954
155
$434K 0.06%
18,440
-6,500
156
$419K 0.06%
9,686
157
$417K 0.06%
9,706
-2,358
158
$402K 0.06%
2,503
-100
159
$399K 0.06%
1,255
+21
160
$385K 0.05%
2,262
161
$366K 0.05%
4,367
162
$359K 0.05%
2,531
+81
163
$355K 0.05%
17,839
164
$347K 0.05%
7,445
+40
165
$340K 0.05%
12,387
-17
166
$329K 0.05%
1,850
167
$323K 0.05%
4,523
168
$322K 0.04%
2,293
-107
169
$315K 0.04%
+5,308
170
$311K 0.04%
11,826
171
$311K 0.04%
4,840
+40
172
$308K 0.04%
1,142
173
$296K 0.04%
2,257
174
$289K 0.04%
1,401
+107
175
$283K 0.04%
5,206
5 6
7
8 9