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
$684M
AUM Growth
+$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$4.14M
3
+$3.13M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.24M
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$1.46M

Top Sells

1
+$5.98M
2
+$3.53M
3
+$1.1M
4
KMI icon
Kinder Morgan
KMI
+$615K
5
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$405K

Sector Composition

1 Industrials 25.57%
2 Financials 14.54%
3 Technology 11.14%
4 Healthcare 8.86%
5 Consumer Staples 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$79K 0.01%
3,922
+3,572
352
$79K 0.01%
900
-300
353
$78K 0.01%
4,230
-370
354
$78K 0.01%
2,505
355
$78K 0.01%
300
-15
356
$78K 0.01%
3,716
+1,304
357
$77K 0.01%
446
-500
358
$77K 0.01%
720
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359
$76K 0.01%
1,250
360
$76K 0.01%
2,609
+800
361
$76K 0.01%
5,248
362
$75K 0.01%
+1,000
363
$74K 0.01%
3,550
364
$74K 0.01%
500
365
$74K 0.01%
2,705
366
$74K 0.01%
600
367
$73K 0.01%
4,855
+349
368
$73K 0.01%
1,326
369
$73K 0.01%
+1,518
370
$73K 0.01%
430
371
$73K 0.01%
1,322
-684
372
$72K 0.01%
3,136
+396
373
$71K 0.01%
+2,025
374
$70K 0.01%
1,050
375
$69K 0.01%
3,288
+640
13 14
15
16 17