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
$718M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$6.64M
3
+$1.96M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.75M
5
COL
Rockwell Collins
COL
+$1.59M

Top Sells

1
+$2.91M
2
+$1.71M
3
+$713K
4
STZ icon
Constellation Brands
STZ
+$688K
5
MSFT icon
Microsoft
MSFT
+$668K

Sector Composition

1 Industrials 22.35%
2 Financials 12.75%
3 Technology 11.42%
4 Healthcare 11.41%
5 Consumer Staples 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$69K 0.01%
250
352
$68K 0.01%
1,190
353
$68K 0.01%
500
354
$68K 0.01%
1,600
355
$68K 0.01%
515
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356
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500
357
$67K 0.01%
1,097
-43
358
$64K 0.01%
983
359
$64K 0.01%
1,140
-171
360
$63K 0.01%
835
+131
361
$62K 0.01%
952
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362
$61K 0.01%
2,440
363
$61K 0.01%
1,489
364
$60K 0.01%
2,541
365
$60K 0.01%
600
366
$60K 0.01%
1,134
-139
367
$59K 0.01%
1,767
368
$58K 0.01%
240
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369
$58K 0.01%
4,004
370
$56K 0.01%
330
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371
$56K 0.01%
1,670
372
$56K 0.01%
800
-600
373
$55K 0.01%
226
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374
$55K 0.01%
1,560
375
$53K 0.01%
1,746
13 14
15
16 17