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
$444M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,177
New
Increased
Reduced
Closed

Top Sells

1 +$1.68M
2 +$1.22M
3 +$1.04M
4
CBRE icon
CBRE Group
CBRE
+$851K
5
XOM icon
Exxon Mobil
XOM
+$437K

Sector Composition

1 Industrials 33.73%
2 Financials 12.06%
3 Technology 8.16%
4 Healthcare 7.65%
5 Communication Services 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$124K 0.03%
2,662
-54
252
$124K 0.03%
835
-16
253
$122K 0.03%
2,800
254
$122K 0.03%
1,527
-12
255
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2,003
256
$120K 0.03%
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257
$120K 0.03%
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-165
258
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259
$119K 0.03%
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-320
260
$119K 0.03%
532
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261
$119K 0.03%
1,166
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262
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263
$118K 0.03%
6,560
264
$118K 0.03%
18,756
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265
$117K 0.03%
2,294
-1,520
266
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267
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$113K 0.03%
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270
$112K 0.03%
1,242
271
$112K 0.03%
2,311
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272
$112K 0.03%
770
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273
$111K 0.03%
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-200
274
$110K 0.02%
3,385
+1,931
275
$108K 0.02%
466
-6