WB

Webster Bank Portfolio holdings

AUM $1.07B
1-Year Est. Return 19.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.03%
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 +$118M
2 +$52.9M
3 +$26.2M
4
CVX icon
Chevron
CVX
+$18.7M
5
JPM icon
JPMorgan Chase
JPM
+$18.4M

Top Sells

No sells this quarter

Sector Composition

1 Energy 21.65%
2 Technology 11.57%
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
$101K 0.01%
+19,483
212
$93K 0.01%
+2,750
213
$91K 0.01%
+5,692
214
$23K ﹤0.01%
+1,108