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
$459M
AUM Growth
+$83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$11.9M
3
+$11.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$8.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.7M

Top Sells

1
+$6.78M
2
+$1.54M
3
+$1.52M
4
CSX icon
CSX Corp
CSX
+$1.46M
5
CAT icon
Caterpillar
CAT
+$1.4M

Sector Composition

1 Industrials 25.23%
2 Financials 10.24%
3 Healthcare 8.1%
4 Technology 6.19%
5 Communication Services 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$94K 0.02%
1,232
302
$93K 0.02%
1,746
303
$92K 0.02%
3,342
+1,367
304
$91K 0.02%
+750
305
$91K 0.02%
5,248
306
$91K 0.02%
2,500
307
$91K 0.02%
2,520
308
$90K 0.02%
1,610
309
$90K 0.02%
2,390
-490
310
$90K 0.02%
2,825
-2,470
311
$90K 0.02%
2,830
312
$89K 0.02%
7,700
+4,745
313
$89K 0.02%
2,216
314
$88K 0.02%
1,950
-1,215
315
$88K 0.02%
2,525
+1,699
316
$87K 0.02%
2,655
-25
317
$87K 0.02%
1,137
-1,106
318
$86K 0.02%
1,395
+1,230
319
$86K 0.02%
2,332
320
$85K 0.02%
9,855
-168,789
321
$85K 0.02%
1,280
+1,240
322
$85K 0.02%
+3,660
323
$84K 0.02%
574
324
$84K 0.02%
525
325
$83K 0.02%
2,900
-5,000
11 12
13
14 15