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
376
$39K ﹤0.01%
557
377
$38.8K ﹤0.01%
675
378
$38.8K ﹤0.01%
321
379
$38.7K ﹤0.01%
162
380
$38.5K ﹤0.01%
565
381
$37.9K ﹤0.01%
375
382
$37.6K ﹤0.01%
238
383
$36.7K ﹤0.01%
200
384
$36.6K ﹤0.01%
800
385
$36.4K ﹤0.01%
854
+841
386
$35.7K ﹤0.01%
100
387
$35K ﹤0.01%
150
388
$34.8K ﹤0.01%
2,531
389
$34.8K ﹤0.01%
1,000
390
$33.8K ﹤0.01%
2,255
391
$33.3K ﹤0.01%
+68
392
$33.3K ﹤0.01%
+519
393
$33K ﹤0.01%
320
394
$32.7K ﹤0.01%
203
395
$31.3K ﹤0.01%
291
396
$30.5K ﹤0.01%
2,661
397
$29.6K ﹤0.01%
133
398
$29.2K ﹤0.01%
198
+170
399
$29.1K ﹤0.01%
2,200
400
$28.4K ﹤0.01%
305
14 15
16
17 18