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
$980M
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Sells

1 +$12.1M
2 +$7.55M
3 +$6.53M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.21M
5
AAPL icon
Apple
AAPL
+$2.29M

Sector Composition

1 Technology 20.24%
2 Industrials 12.11%
3 Financials 9.71%
4 Healthcare 9.66%
5 Consumer Staples 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-1,202
227
-1,044
228
-1,169
229
-993
230
-11,324
231
-2,330
232
-7,501
233
-4,884
234
-388