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
$718M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$6.64M
3
+$1.96M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.75M
5
COL
Rockwell Collins
COL
+$1.59M

Top Sells

1
+$2.91M
2
+$1.71M
3
+$713K
4
STZ icon
Constellation Brands
STZ
+$688K
5
MSFT icon
Microsoft
MSFT
+$668K

Sector Composition

1 Industrials 22.35%
2 Financials 12.75%
3 Technology 11.42%
4 Healthcare 11.41%
5 Consumer Staples 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$184K 0.03%
2,348
227
$178K 0.02%
4,094
228
$176K 0.02%
8,000
229
$175K 0.02%
8,929
230
$173K 0.02%
2,212
+1,712
231
$173K 0.02%
2,513
232
$171K 0.02%
4,776
233
$171K 0.02%
2,600
-35
234
$171K 0.02%
2,055
+120
235
$170K 0.02%
1,600
236
$168K 0.02%
3,110
237
$168K 0.02%
1,232
238
$167K 0.02%
3,795
239
$164K 0.02%
2,480
240
$160K 0.02%
6,585
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241
$158K 0.02%
1,700
242
$158K 0.02%
446
243
$157K 0.02%
2,995
244
$156K 0.02%
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245
$156K 0.02%
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246
$155K 0.02%
8,866
247
$153K 0.02%
2,000
-140
248
$153K 0.02%
1,700
249
$152K 0.02%
3,492
250
$151K 0.02%
51
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8 9
10
11 12