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
301
$69K 0.01%
1,320
302
$69K 0.01%
738
-500
303
$69K 0.01%
1,360
-1,120
304
$68K 0.01%
840
-20
305
$68K 0.01%
1,600
306
$68K 0.01%
4,433
307
$68K 0.01%
794
+19
308
$67K 0.01%
2,106
-112
309
$67K 0.01%
500
-1,000
310
$66K 0.01%
2,550
311
$66K 0.01%
3,762
312
$65K 0.01%
1,506
313
$65K 0.01%
2,008
314
$64K 0.01%
840
315
$64K 0.01%
900
-100
316
$63K 0.01%
4,436
317
$63K 0.01%
5,248
318
$63K 0.01%
1,940
+470
319
$62K 0.01%
5,728
320
$62K 0.01%
1,206
321
$60K 0.01%
700
322
$60K 0.01%
1,798
323
$59K 0.01%
700
324
$59K 0.01%
1,190
325
$58K 0.01%
840
11 12
13
14 15