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
$718M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$6.64M
3
+$1.96M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.75M
5
COL
Rockwell Collins
COL
+$1.59M

Top Sells

1
+$2.91M
2
+$1.71M
3
+$713K
4
STZ icon
Constellation Brands
STZ
+$688K
5
MSFT icon
Microsoft
MSFT
+$668K

Sector Composition

1 Industrials 22.35%
2 Financials 12.75%
3 Technology 11.42%
4 Healthcare 11.41%
5 Consumer Staples 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$149K 0.02%
835
252
$143K 0.02%
3,334
253
$142K 0.02%
3,991
+1,500
254
$141K 0.02%
18,633
255
$140K 0.02%
1,543
256
$140K 0.02%
971
257
$140K 0.02%
3,648
258
$139K 0.02%
6,114
259
$135K 0.02%
2,156
260
$134K 0.02%
1,418
+220
261
$134K 0.02%
2,708
262
$133K 0.02%
5,730
263
$132K 0.02%
803
-80
264
$131K 0.02%
2,332
265
$130K 0.02%
1,490
+101
266
$129K 0.02%
330
+44
267
$129K 0.02%
2,300
268
$128K 0.02%
1,857
-2,299
269
$127K 0.02%
2,005
-50
270
$126K 0.02%
7,000
+374
271
$126K 0.02%
3,401
272
$125K 0.02%
1,000
273
$124K 0.02%
1,515
+170
274
$123K 0.02%
1,880
275
$123K 0.02%
2,430
9 10
11
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