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
376
$49K 0.01%
1,400
377
$49K 0.01%
1,378
+463
378
$48K 0.01%
1,507
+90
379
$47K 0.01%
666
+607
380
$47K 0.01%
1,575
-3,263
381
$47K 0.01%
1,938
+38
382
$47K 0.01%
399
383
$47K 0.01%
1,560
384
$47K 0.01%
1,395
-85
385
$47K 0.01%
964
-900
386
$46K 0.01%
460
+260
387
$46K 0.01%
2,094
-1,762
388
$46K 0.01%
1,746
389
$46K 0.01%
1,000
390
$45K 0.01%
409
-375
391
$45K 0.01%
497
+22
392
$45K 0.01%
3,230
393
$45K 0.01%
413
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394
$44K 0.01%
240
395
$43K 0.01%
670
+641
396
$43K 0.01%
1,089
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397
$43K 0.01%
513
+13
398
$43K 0.01%
1,119
-45
399
$42K 0.01%
618
+160
400
$41K 0.01%
927
14 15
16
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