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
426
$40K 0.01%
1,029
427
$39K 0.01%
1,029
428
$39K 0.01%
1,492
-933
429
$39K 0.01%
320
430
$39K 0.01%
4,800
431
$38K 0.01%
400
432
$38K 0.01%
450
+40
433
$38K 0.01%
+1,900
434
$37K 0.01%
342
+70
435
$37K 0.01%
515
-1,487
436
$37K 0.01%
555
-30
437
$37K 0.01%
615
-500
438
$37K 0.01%
+1,900
439
$36K 0.01%
440
440
$36K 0.01%
500
441
$36K 0.01%
1,750
+1,000
442
$36K 0.01%
1,125
+200
443
$36K 0.01%
300
444
$36K 0.01%
639
445
$36K 0.01%
494
446
$35K 0.01%
1,057
+115
447
$35K 0.01%
427
448
$35K 0.01%
617
449
$35K 0.01%
2,750
-2,050
450
$34K 0.01%
300
-140
16 17
18
19 20