WB
Webster Bank Portfolio holdings
AUM
$968M
This Quarter Return
+2.04%
1 Year Return
+16.73%
3 Year Return
+72.84%
5 Year Return
+118.01%
10 Year Return
+226.38%
AUM
$793M
AUM Growth
–
Cap. Flow
+$793M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
39.19%
Holding
217
New
217
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Exxon Mobil
XOM
|
$119M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$52.7M |
| 3 |
GE Aerospace
GE
|
$26.3M |
| 4 |
JPMorgan Chase
JPM
|
$19.1M |
| 5 |
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% |
