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
176
$277K 0.04%
16,433
177
$271K 0.04%
4,615
178
$270K 0.04%
7,621
-8,235
179
$266K 0.04%
8,600
180
$263K 0.04%
1,400
181
$261K 0.04%
+2,975
182
$256K 0.04%
4,795
183
$256K 0.04%
23,136
184
$250K 0.03%
7,676
-5,571
185
$249K 0.03%
3,651
186
$248K 0.03%
2,325
187
$248K 0.03%
24,775
188
$247K 0.03%
2,072
-1,223
189
$244K 0.03%
1,654
-130
190
$242K 0.03%
+4,075
191
$239K 0.03%
2,857
192
$237K 0.03%
+9,580
193
$236K 0.03%
9,150
194
$234K 0.03%
3,149
195
$233K 0.03%
5,440
-897
196
$228K 0.03%
4,905
-45,539
197
$222K 0.03%
2,874
-519
198
$215K 0.03%
1,925
199
$212K 0.03%
3,125
200
$210K 0.03%
2,763
-100
6 7
8
9 10