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
426
$34K ﹤0.01%
400
427
$34K ﹤0.01%
+300
428
$34K ﹤0.01%
580
429
$33K ﹤0.01%
713
430
$33K ﹤0.01%
805
-141
431
$33K ﹤0.01%
325
432
$32K ﹤0.01%
1,000
433
$32K ﹤0.01%
4,642
434
$32K ﹤0.01%
2,633
435
$32K ﹤0.01%
1,620
436
$31K ﹤0.01%
80
437
$31K ﹤0.01%
25
438
$31K ﹤0.01%
5,000
439
$31K ﹤0.01%
+2,000
440
$30K ﹤0.01%
884
441
$30K ﹤0.01%
313
+55
442
$30K ﹤0.01%
1,800
443
$29K ﹤0.01%
272
444
$29K ﹤0.01%
747
-258
445
$28K ﹤0.01%
283
+117
446
$28K ﹤0.01%
199
+15
447
$28K ﹤0.01%
1,924
448
$28K ﹤0.01%
165
449
$27K ﹤0.01%
267
450
$27K ﹤0.01%
1,155
16 17
18
19 20