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
451
$34K 0.01%
250
452
$33K 0.01%
262
453
$33K 0.01%
1,053
454
$33K 0.01%
3,033
455
$33K 0.01%
325
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456
$33K 0.01%
666
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457
$33K 0.01%
1,000
458
$33K 0.01%
350
+100
459
$32K 0.01%
725
-175
460
$32K 0.01%
940
461
$32K 0.01%
2,711
-2,103
462
$32K 0.01%
4,600
-100
463
$32K 0.01%
6,300
+1,000
464
$31K 0.01%
1,700
-1,000
465
$31K 0.01%
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466
$31K 0.01%
500
467
$31K 0.01%
720
468
$30K 0.01%
500
-2,300
469
$30K 0.01%
2,190
470
$29K 0.01%
570
471
$29K 0.01%
5,000
472
$29K 0.01%
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+1,045
473
$29K 0.01%
670
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474
$29K 0.01%
314
475
$29K 0.01%
25
17 18
19
20 21