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WTB

Washington Trust Bank Portfolio holdings

AUM $1.36B
1-Year Est. Return 21.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.14%
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
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