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
$566M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1 +$3.55M
2 +$2.36M
3 +$1.92M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.55M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$1.26M

Top Sells

1 +$2.02M
2 +$1.76M
3 +$1.42M
4
XOM icon
Exxon Mobil
XOM
+$1.13M
5
GE icon
GE Aerospace
GE
+$803K

Sector Composition

1 Energy 24.42%
2 Industrials 8.99%
3 Technology 8.51%
4 Healthcare 8.37%
5 Financials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-1,700
202
-2,515
203
-9,306
204
-5,620