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
351
$68K 0.01%
1,881
352
$67K 0.01%
3,772
-870
353
$66K 0.01%
765
354
$66K 0.01%
1,390
355
$65K 0.01%
4,365
356
$65K 0.01%
1,157
+200
357
$64K 0.01%
7,860
-1,500
358
$64K 0.01%
1,250
-155
359
$63K 0.01%
1,388
360
$63K 0.01%
1,370
+970
361
$63K 0.01%
503
-68
362
$61K 0.01%
792
-148
363
$61K 0.01%
500
364
$61K 0.01%
2,000
365
$61K 0.01%
1,105
366
$60K 0.01%
3,170
367
$60K 0.01%
1,253
368
$60K 0.01%
2,768
369
$59K 0.01%
4,433
370
$59K 0.01%
+4,655
371
$58K 0.01%
1,438
372
$58K 0.01%
900
373
$55K 0.01%
1,420
374
$54K 0.01%
4,246
+246
375
$54K 0.01%
294
13 14
15
16 17