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
$410M
AUM Growth
-$5.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
844
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$6.37M
3
+$1.09M
4
SH icon
ProShares Short S&P500
SH
+$427K
5
META icon
Meta Platforms (Facebook)
META
+$279K

Top Sells

1
+$2.16M
2
+$2.14M
3
+$1.6M
4
WY icon
Weyerhaeuser
WY
+$1.58M
5
PEP icon
PepsiCo
PEP
+$1.38M

Sector Composition

1 Industrials 33.38%
2 Financials 12.63%
3 Healthcare 10.22%
4 Technology 8.01%
5 Energy 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$49K 0.01%
1,479
427
$49K 0.01%
+1,600
428
$49K 0.01%
1,746
429
$49K 0.01%
464
430
$48K 0.01%
1,471
431
$48K 0.01%
730
432
$48K 0.01%
599
433
$48K 0.01%
2,190
434
$48K 0.01%
784
435
$48K 0.01%
2,955
436
$47K 0.01%
294
437
$47K 0.01%
3,844
438
$47K 0.01%
867
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439
$47K 0.01%
663
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440
$47K 0.01%
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441
$46K 0.01%
520
442
$46K 0.01%
1,100
443
$46K 0.01%
310
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444
$46K 0.01%
900
445
$46K 0.01%
3,547
446
$46K 0.01%
860
447
$45K 0.01%
1,161
448
$44K 0.01%
585
+30
449
$43K 0.01%
379
450
$43K 0.01%
1,975
16 17
18
19 20