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
$718M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$6.64M
3
+$1.96M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.75M
5
COL
Rockwell Collins
COL
+$1.59M

Top Sells

1
+$2.91M
2
+$1.71M
3
+$713K
4
STZ icon
Constellation Brands
STZ
+$688K
5
MSFT icon
Microsoft
MSFT
+$668K

Sector Composition

1 Industrials 22.35%
2 Financials 12.75%
3 Technology 11.42%
4 Healthcare 11.41%
5 Consumer Staples 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$95K 0.01%
1,226
-1,291
302
$94K 0.01%
9,785
303
$93K 0.01%
5,143
304
$92K 0.01%
185
-11
305
$92K 0.01%
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-300
306
$92K 0.01%
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307
$92K 0.01%
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-425
308
$91K 0.01%
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-2,080
309
$91K 0.01%
5,044
-2,352
310
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486
+40
311
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1,050
-15
312
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313
$89K 0.01%
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314
$87K 0.01%
366
315
$86K 0.01%
2,675
316
$86K 0.01%
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317
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322
$84K 0.01%
2,000
323
$83K 0.01%
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324
$83K 0.01%
280
325
$83K 0.01%
900
11 12
13
14 15