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
551
$2.66K ﹤0.01%
82
552
$2.65K ﹤0.01%
54
553
$2.63K ﹤0.01%
700
554
$2.59K ﹤0.01%
164
555
$2.38K ﹤0.01%
200
556
$2.38K ﹤0.01%
36
557
$2.32K ﹤0.01%
31
+27
558
$1.83K ﹤0.01%
175
559
$1.78K ﹤0.01%
13
+10
560
$1.75K ﹤0.01%
390
561
$1.56K ﹤0.01%
20
562
$1.48K ﹤0.01%
129
563
$1.36K ﹤0.01%
74
564
$1.31K ﹤0.01%
+100
565
$1.18K ﹤0.01%
50
566
$1.17K ﹤0.01%
500
567
$1.1K ﹤0.01%
322
568
$1.08K ﹤0.01%
45
+34
569
$823 ﹤0.01%
240
570
$647 ﹤0.01%
+3
571
$631 ﹤0.01%
20
572
$545 ﹤0.01%
11
-300
573
$350 ﹤0.01%
135
574
$151 ﹤0.01%
4
575
$127 ﹤0.01%
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