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
351
$56K 0.01%
1,809
-166
352
$56K 0.01%
1,166
+15
353
$56K 0.01%
317
+17
354
$56K 0.01%
1,851
+58
355
$55K 0.01%
+649
356
$55K 0.01%
1,454
-150
357
$55K 0.01%
3,606
358
$55K 0.01%
3,912
-900
359
$54K 0.01%
502
+459
360
$54K 0.01%
1,090
-70
361
$54K 0.01%
753
+37
362
$54K 0.01%
1,960
363
$54K 0.01%
547
364
$53K 0.01%
383
+128
365
$52K 0.01%
2,470
366
$51K 0.01%
659
+252
367
$51K 0.01%
180
368
$51K 0.01%
8,750
+6,933
369
$51K 0.01%
925
-505
370
$50K 0.01%
781
+56
371
$50K 0.01%
2,046
+46
372
$50K 0.01%
400
373
$50K 0.01%
806
-164
374
$50K 0.01%
306
-135
375
$49K 0.01%
7,160
+980
13 14
15
16 17