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
$444M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,177
New
Increased
Reduced
Closed

Top Sells

1 +$1.68M
2 +$1.22M
3 +$1.04M
4
CBRE icon
CBRE Group
CBRE
+$851K
5
XOM icon
Exxon Mobil
XOM
+$437K

Sector Composition

1 Industrials 33.73%
2 Financials 12.06%
3 Technology 8.16%
4 Healthcare 7.65%
5 Communication Services 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$62K 0.01%
960
-400
352
$61K 0.01%
910
-400
353
$61K 0.01%
1,488
+549
354
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355
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620
356
$61K 0.01%
753
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357
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1,503
358
$60K 0.01%
500
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359
$60K 0.01%
550
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360
$60K 0.01%
634
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361
$60K 0.01%
524
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362
$59K 0.01%
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+1,000
363
$59K 0.01%
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$59K 0.01%
560
365
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315
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$58K 0.01%
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$57K 0.01%
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372
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505
373
$56K 0.01%
1,622
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374
$56K 0.01%
1,400
375
$56K 0.01%
306