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
301
$71.9K 0.01%
3,472
302
$70.2K 0.01%
577
303
$70.1K 0.01%
1,035
304
$70K 0.01%
1,650
305
$68.9K 0.01%
500
306
$67.5K 0.01%
+300
307
$66.1K 0.01%
686
308
$65.3K 0.01%
144
309
$64.5K 0.01%
1,106
-87
310
$63.6K 0.01%
500
311
$63.4K 0.01%
820
-40
312
$63.1K 0.01%
540
313
$63.1K 0.01%
700
314
$63.1K 0.01%
530
315
$62.8K 0.01%
1,588
316
$62.3K 0.01%
7,973
317
$60K 0.01%
316
318
$59.9K 0.01%
420
+320
319
$59.5K 0.01%
500
320
$59.5K 0.01%
1,200
321
$59.1K 0.01%
1,500
322
$58.9K 0.01%
714
323
$58.8K 0.01%
4,825
324
$58.1K 0.01%
3,058
325
$57.7K 0.01%
+171
11 12
13
14 15