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
426
$20.9K ﹤0.01%
26
+3
427
$20.1K ﹤0.01%
325
428
$19.6K ﹤0.01%
54
429
$19.4K ﹤0.01%
75
430
$19.4K ﹤0.01%
400
431
$19.1K ﹤0.01%
517
432
$19K ﹤0.01%
4,000
433
$18.9K ﹤0.01%
92
434
$18.9K ﹤0.01%
155
435
$18.9K ﹤0.01%
40
436
$18.6K ﹤0.01%
82
437
$18.2K ﹤0.01%
123
438
$18.2K ﹤0.01%
200
439
$18.2K ﹤0.01%
92
440
$18K ﹤0.01%
257
441
$17.9K ﹤0.01%
621
442
$17.8K ﹤0.01%
4,000
443
$17.5K ﹤0.01%
508
444
$17.4K ﹤0.01%
30
445
$17.1K ﹤0.01%
297
446
$16.8K ﹤0.01%
90
447
$16.2K ﹤0.01%
+300
448
$16.1K ﹤0.01%
1,633
449
$16.1K ﹤0.01%
393
450
$15.9K ﹤0.01%
1,000
16 17
18
19 20