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
451
$27K 0.01%
1,128
452
$26K 0.01%
+407
453
$26K 0.01%
1,983
454
$26K 0.01%
272
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455
$25K 0.01%
+298
456
$24K 0.01%
303
-939
457
$24K 0.01%
500
458
$24K 0.01%
+701
459
$24K 0.01%
540
-320
460
$23K 0.01%
1,339
+36
461
$23K 0.01%
207
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462
$23K 0.01%
425
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463
$22K 0.01%
730
464
$22K 0.01%
448
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465
$22K 0.01%
3,181
-1,130
466
$22K 0.01%
+300
467
$21K 0.01%
500
468
$21K 0.01%
169
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469
$21K 0.01%
+653
470
$21K 0.01%
995
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471
$21K 0.01%
680
472
$21K 0.01%
1,353
+300
473
$21K 0.01%
524
-99,288
474
$21K 0.01%
275
-215
475
$21K 0.01%
1,800
17 18
19
20 21