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
$762M
AUM Growth
+$88.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$27.5M
3
+$24.7M
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$19M
5
IYR icon
iShares US Real Estate ETF
IYR
+$18M

Top Sells

1
+$4.13M
2
+$3.28M
3
+$2.25M
4
DXC icon
DXC Technology
DXC
+$1.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.71M

Sector Composition

1 Industrials 19.05%
2 Healthcare 9.66%
3 Technology 8.97%
4 Financials 8.84%
5 Consumer Staples 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$44K 0.01%
+885
352
$44K 0.01%
588
-450
353
$44K 0.01%
600
354
$43K 0.01%
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355
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356
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618
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357
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358
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800
359
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154
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360
$40K 0.01%
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361
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519
362
$39K 0.01%
817
363
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720
364
$38K 0.01%
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365
$38K 0.01%
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366
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200
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600
368
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369
$37K ﹤0.01%
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$37K ﹤0.01%
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$37K ﹤0.01%
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372
$36K ﹤0.01%
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373
$36K ﹤0.01%
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$35K ﹤0.01%
2,747
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375
$35K ﹤0.01%
858
13 14
15
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