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
476
$11.7K ﹤0.01%
54
477
$11.4K ﹤0.01%
96
478
$11.2K ﹤0.01%
1,032
479
$10.8K ﹤0.01%
508
480
$10.8K ﹤0.01%
150
481
$10.7K ﹤0.01%
1,447
482
$10.7K ﹤0.01%
550
-200
483
$10.6K ﹤0.01%
700
484
$10.6K ﹤0.01%
206
485
$10.3K ﹤0.01%
278
486
$10.2K ﹤0.01%
98
487
$10K ﹤0.01%
789
488
$9.97K ﹤0.01%
25
489
$9.43K ﹤0.01%
339
-925
490
$9.4K ﹤0.01%
1,133
491
$9.23K ﹤0.01%
82
-13
492
$9.13K ﹤0.01%
+1,050
493
$8.96K ﹤0.01%
250
494
$8.84K ﹤0.01%
100
495
$8.76K ﹤0.01%
330
496
$8.59K ﹤0.01%
500
497
$8.55K ﹤0.01%
100
498
$8.12K ﹤0.01%
2,288
499
$7.97K ﹤0.01%
669
500
$7.88K ﹤0.01%
933
18 19
20
21 22