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
401
$41K 0.01%
2,190
402
$41K 0.01%
650
+17
403
$39K 0.01%
1,310
-1,140
404
$39K 0.01%
1,053
405
$39K 0.01%
+455
406
$39K 0.01%
1,841
407
$39K 0.01%
681
+17
408
$38K 0.01%
+939
409
$38K 0.01%
840
410
$38K 0.01%
790
-621
411
$37K 0.01%
300
-1,188
412
$37K 0.01%
292
+273
413
$36K 0.01%
685
-1,171
414
$36K 0.01%
786
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415
$35K 0.01%
555
416
$35K 0.01%
401
417
$35K 0.01%
+2,150
418
$34K 0.01%
1,050
-151
419
$34K 0.01%
119
+19
420
$34K 0.01%
212
+12
421
$34K 0.01%
1,274
-14
422
$33K 0.01%
1,200
423
$33K 0.01%
25
424
$33K 0.01%
5,000
425
$32K 0.01%
323
-37
15 16
17
18 19