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
351
$47.2K 0.01%
1,911
352
$46.8K 0.01%
500
353
$46K 0.01%
601
354
$45.4K 0.01%
2,879
355
$45.3K 0.01%
403
356
$45.3K 0.01%
945
357
$45.3K 0.01%
393
+5
358
$45.1K 0.01%
650
359
$44.8K 0.01%
1,259
360
$44.6K 0.01%
+849
361
$44.4K 0.01%
333
+324
362
$43.9K 0.01%
+288
363
$43.2K 0.01%
670
364
$43.2K 0.01%
1,385
+350
365
$42.5K 0.01%
650
366
$41.8K 0.01%
596
367
$41.8K 0.01%
203
368
$40.8K 0.01%
429
+423
369
$40.6K 0.01%
+65
370
$40.5K 0.01%
880
371
$40.3K ﹤0.01%
1,685
372
$40.2K ﹤0.01%
500
373
$39.6K ﹤0.01%
1,095
374
$39.3K ﹤0.01%
600
375
$39.1K ﹤0.01%
1,276
13 14
15
16 17