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
$416M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$4.05M
3
+$2.84M
4
DLR icon
Digital Realty Trust
DLR
+$2.77M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$776K

Top Sells

1
+$3.98M
2
+$3.17M
3
+$2.55M
4
EMC
EMC CORPORATION
EMC
+$600K
5
META icon
Meta Platforms (Facebook)
META
+$273K

Sector Composition

1 Industrials 33.19%
2 Financials 10.65%
3 Healthcare 8.97%
4 Technology 8.58%
5 Communication Services 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$142K 0.03%
2,011
227
$141K 0.03%
4,568
-37
228
$141K 0.03%
4,300
229
$140K 0.03%
3,179
-3,081
230
$140K 0.03%
3,814
-89
231
$140K 0.03%
2,721
+25
232
$139K 0.03%
1,916
+36
233
$138K 0.03%
4,184
-150
234
$136K 0.03%
2,716
+2,466
235
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-240
236
$135K 0.03%
1,914
+1,511
237
$133K 0.03%
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-86
238
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3,091
+17
239
$130K 0.03%
2,011
+11
240
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241
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242
$127K 0.03%
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243
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244
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245
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246
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1,539
-461
247
$122K 0.03%
3,776
-27
248
$120K 0.03%
538
+118
249
$120K 0.03%
851
+16
250
$119K 0.03%
6,095
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10
11 12