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
326
$81K 0.02%
1,169
327
$80K 0.02%
1,000
328
$80K 0.02%
727
329
$80K 0.02%
2,780
330
$79K 0.02%
+17
331
$79K 0.02%
1,900
332
$79K 0.02%
900
333
$77K 0.02%
430
334
$76K 0.02%
881
+317
335
$76K 0.02%
2,000
-500
336
$76K 0.02%
3,020
-305
337
$76K 0.02%
1,592
+100
338
$76K 0.02%
1,800
339
$75K 0.02%
1,658
340
$75K 0.02%
372
-7,538
341
$74K 0.02%
+2,450
342
$74K 0.02%
10,918
-55
343
$73K 0.02%
1,310
-440
344
$73K 0.02%
5,600
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345
$72K 0.02%
3,500
346
$71K 0.02%
800
347
$71K 0.02%
2,002
348
$70K 0.02%
1,500
349
$70K 0.02%
2,096
350
$70K 0.02%
1,320
+100
12 13
14
15 16