WTB

Washington Trust Bank Portfolio holdings

AUM $1.36B
1-Year Est. Return 18.17%
This Quarter Est. Return
1 Year Est. Return
+18.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$459M
AUM Growth
+$83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$11.9M
3
+$11.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$8.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.7M

Top Sells

1
+$6.78M
2
+$1.54M
3
+$1.52M
4
CSX icon
CSX Corp
CSX
+$1.46M
5
CAT icon
Caterpillar
CAT
+$1.4M

Sector Composition

1 Industrials 25.23%
2 Financials 10.24%
3 Healthcare 8.1%
4 Technology 6.19%
5 Communication Services 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$146K 0.03%
1,168
-35
227
$146K 0.03%
1,273
-70
228
$146K 0.03%
2,145
-1,000
229
$143K 0.03%
5,000
230
$143K 0.03%
3,440
231
$143K 0.03%
2,871
+787
232
$142K 0.03%
2,463
+1,037
233
$141K 0.03%
2,278
-21
234
$141K 0.03%
3,974
-2,220
235
$141K 0.03%
1,294
+700
236
$139K 0.03%
640
237
$139K 0.03%
732
-19
238
$138K 0.03%
3,002
-2,398
239
$138K 0.03%
8,475
-1,344
240
$136K 0.03%
1,300
-73
241
$136K 0.03%
3,092
242
$133K 0.03%
1,500
243
$133K 0.03%
5,216
244
$133K 0.03%
1,500
245
$131K 0.03%
4,778
-1
246
$131K 0.03%
4,133
+2,000
247
$131K 0.03%
9,774
-1,481
248
$128K 0.03%
536
249
$128K 0.03%
+1,880
250
$127K 0.03%
+1,000
8 9
10
11 12