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
451
$15.8K ﹤0.01%
1,502
452
$15.7K ﹤0.01%
2,620
453
$15.6K ﹤0.01%
435
454
$15.5K ﹤0.01%
1,418
455
$15.2K ﹤0.01%
34
456
$14.9K ﹤0.01%
25
+9
457
$14.8K ﹤0.01%
1,500
458
$14.8K ﹤0.01%
+350
459
$14.6K ﹤0.01%
512
460
$14.5K ﹤0.01%
393
-165
461
$14.2K ﹤0.01%
1,378
462
$13.8K ﹤0.01%
2,000
463
$13.8K ﹤0.01%
57
464
$13.6K ﹤0.01%
123
465
$13.5K ﹤0.01%
1,185
-101
466
$13.1K ﹤0.01%
294
467
$12.9K ﹤0.01%
1,357
468
$12.8K ﹤0.01%
71
469
$12.7K ﹤0.01%
+292
470
$12.7K ﹤0.01%
1,241
471
$12.6K ﹤0.01%
+134
472
$12.5K ﹤0.01%
48
473
$12.1K ﹤0.01%
997
474
$12K ﹤0.01%
577
475
$12K ﹤0.01%
458
17 18
19
20 21