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 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
401
$28K ﹤0.01%
646
402
$27.9K ﹤0.01%
55
403
$26.6K ﹤0.01%
995
404
$26.6K ﹤0.01%
475
-31
405
$26.5K ﹤0.01%
266
406
$26.3K ﹤0.01%
680
407
$26.3K ﹤0.01%
601
408
$26.2K ﹤0.01%
1,459
409
$26.1K ﹤0.01%
+462
410
$25.9K ﹤0.01%
+524
411
$25K ﹤0.01%
+1,087
412
$24.8K ﹤0.01%
648
413
$24.4K ﹤0.01%
+700
414
$24K ﹤0.01%
200
415
$23.9K ﹤0.01%
553
416
$23.7K ﹤0.01%
282
417
$23.5K ﹤0.01%
500
418
$23.2K ﹤0.01%
+568
419
$23.2K ﹤0.01%
371
420
$23.2K ﹤0.01%
174
421
$22.7K ﹤0.01%
2,122
422
$22.5K ﹤0.01%
1,843
423
$21.7K ﹤0.01%
250
424
$21.4K ﹤0.01%
187
425
$21.1K ﹤0.01%
223