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
$1.04B
AUM Growth
-$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$9.56M
2 +$8.34M
3 +$1.53M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.21M
5
MSFT icon
Microsoft
MSFT
+$1.21M

Top Sells

1 +$10.3M
2 +$4.2M
3 +$2.03M
4
NOW icon
ServiceNow
NOW
+$1.84M
5
GS icon
Goldman Sachs
GS
+$1.76M

Sector Composition

1 Technology 23.98%
2 Industrials 13.81%
3 Financials 11.91%
4 Consumer Discretionary 8.04%
5 Healthcare 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-6,191