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
$1.05B
AUM Growth
-$79.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.14M
3
+$1.51M
4
ONB icon
Old National Bancorp
ONB
+$1.45M
5
MBB icon
iShares MBS ETF
MBB
+$1.09M

Top Sells

1
+$89.9M
2
+$15M
3
+$11.4M
4
TMUS icon
T-Mobile US
TMUS
+$10.5M
5
BND icon
Vanguard Total Bond Market
BND
+$10M

Sector Composition

1 Technology 21.05%
2 Industrials 14.72%
3 Financials 11.09%
4 Healthcare 9.54%
5 Consumer Staples 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-12,211
227
– –
-8,648
228
– –
-5,141
229
– –
-12,147
230
– –
-480
231
– –
-935
232
– –
-6,139
233
– –
-3,371
234
– –
-1,131
235
– –
-880
236
– –
-1,000
237
– –
-7,330
238
– –
-4,500
6 7 8 9
10