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
176
$338K 0.04%
1,849
-10
177
$325K 0.03%
2,777
-462
178
$324K 0.03%
8,602
179
$316K 0.03%
1,436
180
$315K 0.03%
1,843
-85
181
$308K 0.03%
1,847
182
$302K 0.03%
1,600
183
$302K 0.03%
2,855
184
$299K 0.03%
6,309
185
$293K 0.03%
460
186
$291K 0.03%
1,546
+860
187
$279K 0.03%
2,998
188
$278K 0.03%
949
+70
189
$273K 0.03%
1,900
190
$272K 0.03%
890
-1,065
191
$266K 0.03%
17,928
192
$264K 0.03%
5,242
+701
193
$264K 0.03%
+2,960
194
$256K 0.03%
1,606
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195
$253K 0.03%
3,747
+460
196
$252K 0.03%
9,897
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197
$251K 0.03%
4,913
198
$240K 0.02%
22,141
199
$238K 0.02%
+3,060
200
$235K 0.02%
3,295
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8
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