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
$762M
AUM Growth
+$88.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$27.5M
3
+$24.7M
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$19M
5
IYR icon
iShares US Real Estate ETF
IYR
+$18M

Top Sells

1
+$4.13M
2
+$3.28M
3
+$2.25M
4
DXC icon
DXC Technology
DXC
+$1.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.71M

Sector Composition

1 Industrials 19.05%
2 Healthcare 9.66%
3 Technology 8.97%
4 Financials 8.84%
5 Consumer Staples 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$27K ﹤0.01%
313
402
$27K ﹤0.01%
+2,000
403
$26K ﹤0.01%
400
404
$26K ﹤0.01%
1,800
405
$26K ﹤0.01%
199
406
$26K ﹤0.01%
700
407
$26K ﹤0.01%
555
+20
408
$25K ﹤0.01%
2,002
409
$25K ﹤0.01%
884
410
$25K ﹤0.01%
647
-1,306
411
$25K ﹤0.01%
365
-485
412
$25K ﹤0.01%
495
+25
413
$25K ﹤0.01%
189
+9
414
$25K ﹤0.01%
260
-71
415
$25K ﹤0.01%
500
416
$25K ﹤0.01%
300
417
$24K ﹤0.01%
227
418
$24K ﹤0.01%
267
419
$24K ﹤0.01%
491
-5
420
$24K ﹤0.01%
1,155
421
$23K ﹤0.01%
460
422
$22K ﹤0.01%
745
423
$21K ﹤0.01%
146
424
$21K ﹤0.01%
+1,600
425
$21K ﹤0.01%
+785
15 16
17
18 19