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
276
$89K 0.01%
821
277
$88K 0.01%
1,557
-150
278
$87K 0.01%
2,000
279
$86K 0.01%
1,000
-605
280
$86K 0.01%
1,550
281
$84K 0.01%
6,400
282
$84K 0.01%
1,500
283
$84K 0.01%
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284
$83K 0.01%
2,000
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285
$82K 0.01%
1,030
286
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2,595
-400
287
$82K 0.01%
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288
$81K 0.01%
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289
$80K 0.01%
2,131
290
$79K 0.01%
2,817
291
$79K 0.01%
2,138
292
$78K 0.01%
1,772
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293
$78K 0.01%
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294
$77K 0.01%
500
295
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296
$75K 0.01%
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297
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298
$74K 0.01%
890
299
$72K 0.01%
9,391
-4,284
300
$72K 0.01%
1,967
10 11
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