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
$817M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.13M
3
+$1.91M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.45M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.29M

Top Sells

1
+$2.38M
2
+$2.15M
3
+$1.87M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.82M
5
DHR icon
Danaher
DHR
+$1.53M

Sector Composition

1 Technology 17.12%
2 Financials 9.74%
3 Healthcare 8.17%
4 Consumer Staples 5.16%
5 Industrials 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$90.7K 0.01%
1,929
-100
277
$90K 0.01%
2,508
+885
278
$89.4K 0.01%
1,153
279
$88.9K 0.01%
371
280
$88.6K 0.01%
1,316
281
$87.8K 0.01%
974
282
$86K 0.01%
3,393
283
$86K 0.01%
150
284
$86K 0.01%
2,000
285
$85.1K 0.01%
1,051
286
$84.3K 0.01%
1,090
287
$84K 0.01%
1,705
+720
288
$83.8K 0.01%
2,604
289
$83.6K 0.01%
1,940
-140
290
$81.3K 0.01%
621
+276
291
$81.1K 0.01%
911
292
$80.6K 0.01%
7,331
293
$80.3K 0.01%
2,300
294
$79.4K 0.01%
275
295
$78.7K 0.01%
1,190
-75
296
$78.1K 0.01%
371
+18
297
$74.9K 0.01%
250
298
$73.8K 0.01%
+1,420
299
$73.6K 0.01%
492
-41
300
$73K 0.01%
+233
10 11
12
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