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
326
$57.6K 0.01%
1,180
327
$57.1K 0.01%
962
328
$56.9K 0.01%
449
329
$56.6K 0.01%
2,570
330
$56.3K 0.01%
297
331
$56.1K 0.01%
257
332
$56K 0.01%
313
333
$55.4K 0.01%
3,456
334
$54.3K 0.01%
3,200
335
$54K 0.01%
525
336
$53.4K 0.01%
3,025
337
$53.4K 0.01%
+335
338
$52.8K 0.01%
650
339
$52.1K 0.01%
1,494
-1,026
340
$52K 0.01%
1,500
341
$51.5K 0.01%
2,000
342
$51.1K 0.01%
92
343
$51K 0.01%
1,279
344
$50.6K 0.01%
1,405
+225
345
$49.7K 0.01%
1,000
346
$49.6K 0.01%
+363
347
$49.3K 0.01%
900
348
$49.1K 0.01%
771
349
$48.5K 0.01%
305
350
$47.6K 0.01%
347
+250
12 13
14
15 16