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
$416M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$4.05M
3
+$2.84M
4
DLR icon
Digital Realty Trust
DLR
+$2.77M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$776K

Top Sells

1
+$3.98M
2
+$3.17M
3
+$2.55M
4
EMC
EMC CORPORATION
EMC
+$600K
5
META icon
Meta Platforms (Facebook)
META
+$273K

Sector Composition

1 Industrials 33.19%
2 Financials 10.65%
3 Healthcare 8.97%
4 Technology 8.58%
5 Communication Services 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$119K 0.03%
2,003
-545
252
$117K 0.03%
3,966
253
$117K 0.03%
1,507
-235
254
$116K 0.03%
11,060
+12
255
$116K 0.03%
1,242
-29
256
$116K 0.03%
2,159
+429
257
$115K 0.03%
8,234
-405
258
$114K 0.03%
1,695
+10
259
$111K 0.03%
10,932
+777
260
$111K 0.03%
461
+120
261
$111K 0.03%
3,791
+778
262
$109K 0.03%
2,947
+297
263
$107K 0.03%
1,431
+31
264
$105K 0.03%
472
+6
265
$105K 0.03%
18,402
-5,065
266
$105K 0.03%
2,704
+174
267
$103K 0.02%
2,007
+11
268
$103K 0.02%
2,232
+58
269
$102K 0.02%
4,033
+33
270
$101K 0.02%
5,136
+4,150
271
$100K 0.02%
955
+70
272
$100K 0.02%
550
-13
273
$98K 0.02%
687
274
$98K 0.02%
987
-146
275
$97K 0.02%
1,733
+258
9 10
11
12 13