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
$762M
AUM Growth
+$88.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$27.5M
3
+$24.7M
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$19M
5
IYR icon
iShares US Real Estate ETF
IYR
+$18M

Top Sells

1
+$4.13M
2
+$3.28M
3
+$2.25M
4
DXC icon
DXC Technology
DXC
+$1.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.71M

Sector Composition

1 Industrials 19.05%
2 Healthcare 9.66%
3 Technology 8.97%
4 Financials 8.84%
5 Consumer Staples 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$106K 0.01%
1,600
252
$106K 0.01%
1,261
+2
253
$105K 0.01%
18,633
254
$102K 0.01%
2,368
255
$102K 0.01%
3,393
256
$101K 0.01%
1,880
257
$100K 0.01%
2,516
+185
258
$100K 0.01%
3,401
259
$100K 0.01%
2,974
260
$98K 0.01%
1,512
261
$98K 0.01%
1,620
+1,340
262
$97K 0.01%
895
-35
263
$96K 0.01%
4,522
264
$95K 0.01%
2,636
265
$94K 0.01%
1,435
266
$94K 0.01%
1,904
+23
267
$93K 0.01%
1,000
-16
268
$93K 0.01%
1,514
269
$93K 0.01%
852
+647
270
$91K 0.01%
992
271
$91K 0.01%
2,915
-1,076
272
$90K 0.01%
900
-100
273
$90K 0.01%
366
274
$90K 0.01%
2,366
275
$90K 0.01%
1,594
9 10
11
12 13