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
426
$32K 0.01%
1,343
+221
427
$32K 0.01%
660
-290
428
$32K 0.01%
745
+11
429
$31K 0.01%
221
+59
430
$31K 0.01%
+362
431
$31K 0.01%
598
+141
432
$31K 0.01%
1,377
+77
433
$31K 0.01%
1,023
+23
434
$30K 0.01%
+651
435
$30K 0.01%
4,800
436
$30K 0.01%
600
-152
437
$29K 0.01%
214
+12
438
$28K 0.01%
2,002
439
$28K 0.01%
1,725
440
$28K 0.01%
2,332
+432
441
$28K 0.01%
2,080
442
$28K 0.01%
840
443
$27K 0.01%
3,186
+76
444
$27K 0.01%
1,129
+119
445
$27K 0.01%
1,047
+47
446
$27K 0.01%
1,275
447
$27K 0.01%
4,600
448
$27K 0.01%
+623
449
$27K 0.01%
176
450
$27K 0.01%
620
-94
16 17
18
19 20