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
301
$83K 0.02%
1,800
302
$81K 0.02%
1,169
303
$80K 0.02%
1,953
+72
304
$80K 0.02%
1,181
+26
305
$78K 0.02%
1,500
306
$78K 0.02%
+1,306
307
$75K 0.02%
2,410
+50
308
$75K 0.02%
5,678
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309
$75K 0.02%
1,150
+220
310
$74K 0.02%
2,228
+95
311
$73K 0.02%
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-588
312
$73K 0.02%
2,002
+74
313
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2,017
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314
$72K 0.02%
2,108
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315
$72K 0.02%
912
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316
$71K 0.02%
827
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317
$71K 0.02%
937
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318
$71K 0.02%
4,687
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319
$70K 0.02%
402
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320
$69K 0.02%
1,438
321
$69K 0.02%
561
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322
$69K 0.02%
1,555
+45
323
$67K 0.02%
533
+33
324
$67K 0.02%
1,320
325
$67K 0.02%
+644
11 12
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