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
$459M
AUM Growth
+$83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$11.9M
3
+$11.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$8.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.7M

Top Sells

1
+$6.78M
2
+$1.54M
3
+$1.52M
4
CSX icon
CSX Corp
CSX
+$1.46M
5
CAT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$45K 0.01%
1,260
402
$45K 0.01%
240
+30
403
$45K 0.01%
1,760
-2,970
404
$45K 0.01%
562
405
$45K 0.01%
50
-113
406
$45K 0.01%
700
407
$44K 0.01%
1,010
408
$44K 0.01%
+4,641
409
$43K 0.01%
3,844
410
$43K 0.01%
1,600
411
$43K 0.01%
22,500
+6,700
412
$43K 0.01%
1,000
+133
413
$43K 0.01%
1,306
+44
414
$42K 0.01%
240
415
$42K 0.01%
450
416
$42K 0.01%
1,335
417
$42K 0.01%
1,410
+233
418
$41K 0.01%
1,000
419
$41K 0.01%
+4,664
420
$41K 0.01%
1,560
421
$41K 0.01%
900
422
$40K 0.01%
+787
423
$40K 0.01%
470
-50
424
$40K 0.01%
1,400
425
$40K 0.01%
834
+100
15 16
17
18 19