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
276
$96K 0.02%
2,830
277
$95K 0.02%
725
278
$94K 0.02%
2,562
+22
279
$94K 0.02%
452
-41
280
$93K 0.02%
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+9
281
$93K 0.02%
1,299
+23
282
$92K 0.02%
1,325
+45
283
$91K 0.02%
2,800
284
$91K 0.02%
4,693
-1,460
285
$90K 0.02%
940
+140
286
$89K 0.02%
2,567
-338
287
$89K 0.02%
1,746
288
$88K 0.02%
1,342
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289
$88K 0.02%
1,818
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290
$87K 0.02%
1,698
-25
291
$87K 0.02%
1,360
+31
292
$86K 0.02%
1,310
293
$85K 0.02%
3,772
294
$84K 0.02%
+1,568
295
$84K 0.02%
8,860
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296
$84K 0.02%
805
-167
297
$84K 0.02%
+1,064
298
$84K 0.02%
1,545
+758
299
$84K 0.02%
872
-38
300
$83K 0.02%
955
-27
10 11
12
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