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
$718M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$6.64M
3
+$1.96M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.75M
5
COL
Rockwell Collins
COL
+$1.59M

Top Sells

1
+$2.91M
2
+$1.71M
3
+$713K
4
STZ icon
Constellation Brands
STZ
+$688K
5
MSFT icon
Microsoft
MSFT
+$668K

Sector Composition

1 Industrials 22.35%
2 Financials 12.75%
3 Technology 11.42%
4 Healthcare 11.41%
5 Consumer Staples 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$42K 0.01%
2,234
402
$42K 0.01%
896
403
$41K 0.01%
766
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404
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405
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433
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406
$40K 0.01%
555
407
$40K 0.01%
2,156
408
$39K 0.01%
807
409
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200
410
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714
411
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412
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1,000
413
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331
414
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268
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415
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416
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713
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417
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533
418
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270
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419
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600
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$36K 0.01%
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$35K ﹤0.01%
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422
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318
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423
$35K ﹤0.01%
600
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424
$34K ﹤0.01%
718
425
$34K ﹤0.01%
1,122
15 16
17
18 19