WTB

Washington Trust Bank Portfolio holdings

AUM $1.43B
1-Year Est. Return 19.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$779M
AUM Growth
-$85.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1 +$13.4M
2 +$12.5M
3 +$8.17M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.69M
5
NI icon
NiSource
NI
+$5.44M

Top Sells

1 +$4.95M
2 +$3.48M
3 +$2.18M
4
PANW icon
Palo Alto Networks
PANW
+$1.6M
5
AAPL icon
Apple
AAPL
+$1.22M

Sector Composition

1 Technology 18.24%
2 Industrials 11.23%
3 Healthcare 10.62%
4 Financials 10.2%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-2,035
227
-4,849
228
-1,039
229
-4,023
230
-2,750
231
-1,000
232
-2,184
233
-891
234
-925
235
-2,717
236
-2,590
237
-1,282
238
-1,769
239
-2,253
240
-10,059
241
-2,273
242
-837
243
-1,962
244
-9,690