WTB
Washington Trust Bank Portfolio holdings
AUM
$1.19B
1-Year Return
15.35%
This Quarter Return
+2.37%
1 Year Return
+15.35%
3 Year Return
+72.36%
5 Year Return
+124.39%
10 Year Return
+261.5%
AUM
$459M
AUM Growth
+$83M
(+22%)
Cap. Flow
+$76.4M
Cap. Flow
% of AUM
16.63%
Top 10 Holdings %
Top 10 Hldgs %
42.12%
Holding
835
New
56
Increased
153
Reduced
192
Closed
88
Top Buys
| 1 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$17.4M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$11.9M |
| 3 |
Invesco Senior Loan ETF
BKLN
|
+$11.6M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
+$8.8M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$6.7M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$6.78M |
| 2 |
Jacobs Solutions
J
|
+$1.54M |
| 3 |
W.W. Grainger
GWW
|
+$1.52M |
| 4 |
CSX Corp
CSX
|
+$1.46M |
| 5 |
Caterpillar
CAT
|
+$1.4M |
Sector Composition
| 1 | Industrials | 25.23% |
| 2 | Financials | 10.24% |
| 3 | Healthcare | 8.1% |
| 4 | Technology | 6.19% |
| 5 | Communication Services | 5.14% |
