WB

Webster Bank Portfolio holdings

AUM $968M
1-Year Est. Return 16.73%
This Quarter Est. Return
1 Year Est. Return
+16.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$793M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1 +$119M
2 +$52.7M
3 +$26.3M
4
JPM icon
JPMorgan Chase
JPM
+$19.1M
5
CVX icon
Chevron
CVX
+$18.3M

Top Sells

No sells this quarter

Sector Composition

1 Energy 21.65%
2 Technology 11.58%
3 Financials 10.41%
4 Healthcare 9.9%
5 Consumer Staples 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$201K 0.03%
+8,028
202
$167K 0.02%
+1,600
203
$160K 0.02%
+16,261
204
$151K 0.02%
+21,300
205
$147K 0.02%
+10,522
206
$131K 0.02%
+10,000
207
$120K 0.02%
+5,025
208
$117K 0.01%
+10,615
209
$117K 0.01%
+10,800
210
$114K 0.01%
+10,000
211
$114K 0.01%
+42,150
212
$101K 0.01%
+19,483
213
$93K 0.01%
+2,750
214
$91K 0.01%
+3,795
215
$23K ﹤0.01%
+1,108