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
426
$21K ﹤0.01%
347
-701
427
$20K ﹤0.01%
675
-1,000
428
$20K ﹤0.01%
511
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429
$20K ﹤0.01%
377
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430
$19K ﹤0.01%
718
431
$19K ﹤0.01%
1,117
432
$19K ﹤0.01%
565
433
$19K ﹤0.01%
117
434
$19K ﹤0.01%
448
435
$19K ﹤0.01%
2,950
436
$19K ﹤0.01%
664
437
$19K ﹤0.01%
1,200
438
$18K ﹤0.01%
520
439
$18K ﹤0.01%
1,348
+460
440
$18K ﹤0.01%
331
+15
441
$18K ﹤0.01%
212
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442
$18K ﹤0.01%
200
443
$18K ﹤0.01%
1,620
444
$18K ﹤0.01%
385
445
$17K ﹤0.01%
242
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446
$17K ﹤0.01%
1,725
447
$17K ﹤0.01%
489
-729
448
$17K ﹤0.01%
1,800
449
$17K ﹤0.01%
100
450
$17K ﹤0.01%
+175
16 17
18
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